Rise 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 | $8.48K | Buy |
743
+9
| +1% | +$103 | ﹤0.01% | 1066 |
|
|
2025
Q1 | $10.7K | Sell |
734
-201
| -21% | -$2.94K | ﹤0.01% | 919 |
|
|
2024
Q4 | $15.2K | Buy |
935
+14
| +2% | +$228 | 0.01% | 818 |
|
|
2024
Q3 | $16.1K | Buy |
921
+13
| +1% | +$228 | 0.01% | 829 |
|
|
2024
Q2 | $15.4K | Buy |
908
+13
| +1% | +$221 | 0.01% | 810 |
|
|
2024
Q1 | $16.9K | Buy |
+895
| New | +$16.9K | 0.01% | 772 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$593 | – | 678 |
|
|
2021
Q4 | $593 | Buy |
+25
| New | +$593 | ﹤0.01% | 621 |
|