Redwood Investment Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,552
| Closed | -$465K | – | 378 |
|
|
2024
Q4 | $465K | Sell |
28,552
-606
| -2% | -$9.87K | 0.05% | 270 |
|
|
2024
Q3 | $519K | Sell |
29,158
-2,628
| -8% | -$46.8K | 0.05% | 261 |
|
|
2024
Q2 | $539K | Buy |
+31,786
| New | +$539K | 0.05% | 275 |
|
|
2024
Q1 | – | Sell |
-32,513
| Closed | -$633K | – | 407 |
|
|
2023
Q4 | $633K | Sell |
32,513
-3,603
| -10% | -$70.1K | 0.06% | 250 |
|
|
2023
Q3 | $737K | Buy |
+36,116
| New | +$737K | 0.06% | 248 |
|
|
2020
Q4 | – | Sell |
-33,418
| Closed | -$745K | – | 279 |
|
|
2020
Q3 | $745K | Sell |
33,418
-6,508
| -16% | -$145K | 0.18% | 148 |
|
|
2020
Q2 | $870K | Buy |
+39,926
| New | +$870K | 0.25% | 79 |
|