Richardson Financial Services’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 | $52.4K | Buy |
4,410
+120
| +3% | +$1.43K | 0.04% | 252 |
|
|
2025
Q1 | $62.8K | Buy |
4,290
+510
| +13% | +$7.46K | 0.05% | 220 |
|
|
2024
Q4 | $61.5K | Sell |
3,780
-1,145
| -23% | -$18.6K | 0.04% | 235 |
|
|
2024
Q3 | $83.5K | Hold |
4,925
| – | – | 0.05% | 213 |
|
|
2024
Q2 | $83.5K | Sell |
4,925
-345
| -7% | -$5.85K | 0.06% | 205 |
|
|
2024
Q1 | $99.3K | Buy |
5,270
+180
| +4% | +$3.39K | 0.07% | 196 |
|
|
2023
Q4 | $99.2K | Buy |
+5,090
| New | +$99.2K | 0.09% | 176 |
|