Probity Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
24,537
+6,035
| +33% | +$68.9K | 0.05% | 200 |
|
|
2025
Q1 | $271K | Buy |
18,502
+4,249
| +30% | +$62.2K | 0.05% | 200 |
|
|
2024
Q4 | $232K | Buy |
14,253
+2,564
| +22% | +$41.8K | 0.04% | 211 |
|
|
2024
Q3 | $205K | Buy |
11,689
+715
| +7% | +$12.5K | 0.04% | 225 |
|
|
2024
Q2 | $186K | Buy |
+10,974
| New | +$186K | 0.04% | 205 |
|