Raymond James Financial Services Advisors’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
Q3 | $375K | Sell |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $448K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $372K | Sell |
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|
2020
Q2 | $430K | Sell |
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|
2020
Q1 | $598K | Buy |
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|
2019
Q4 | $347K | Buy |
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|
2019
Q3 | $294K | Sell |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $306K | Sell |
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|
2018
Q4 | $294K | Sell |
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|
2018
Q3 | $341K | Sell |
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|
2018
Q2 | $344K | Sell |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $537K | Buy |
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|
2017
Q3 | $441K | Sell |
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|
2017
Q2 | $1.61M | Buy |
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|
2017
Q1 | $1.41M | Buy |
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|
2016
Q4 | $274K | Buy |
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|
2016
Q3 | $219K | Buy |
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|
2016
Q2 | $190K | Buy |
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|
2016
Q1 | $182K | Sell |
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|
2015
Q4 | $237K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $632K | Sell |
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|
2014
Q4 | $569K | Sell |
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|
2014
Q3 | $2.6M | Sell |
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|
2014
Q2 | $2.71M | Sell |
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|
2014
Q1 | $2.93M | Buy |
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|
2013
Q4 | $2.74M | Buy |
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|
2013
Q3 | $2.41M | Buy |
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|
2013
Q2 | $494K | Buy |
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