Private Wealth Strategies’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $337K | Buy |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $386K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $512K | Buy |
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|
2020
Q4 | $552K | Buy |
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|
2020
Q3 | $560K | Buy |
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|
2020
Q2 | $545K | Buy |
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|
2020
Q1 | $372K | Buy |
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|
2019
Q4 | $549K | Buy |
|