Savant Capital’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 | $1.85M | Buy |
161,819
+56,956
| +54% | +$650K | 0.01% | 592 |
|
|
2025
Q1 | $1.53M | Buy |
104,863
+27,560
| +36% | +$403K | 0.01% | 600 |
|
|
2024
Q4 | $1.26M | Sell |
77,303
-72,623
| -48% | -$1.18M | 0.01% | 572 |
|
|
2024
Q3 | $2.63M | Buy |
149,926
+136,724
| +1,036% | +$2.4M | 0.02% | 346 |
|
|
2024
Q2 | $224K | Sell |
13,202
-116,281
| -90% | -$1.97M | ﹤0.01% | 1093 |
|
|
2024
Q1 | $2.44M | Buy |
+129,483
| New | +$2.44M | 0.03% | 310 |
|