Raymond James Financial’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
$721K Buy
63,105
+12,029
+24% +$137K ﹤0.01% 3765
2025
Q1
$747K Buy
51,076
+542
+1% +$7.93K ﹤0.01% 3667
2024
Q4
$824K Buy
+50,534
New +$824K ﹤0.01% 3565