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Schubert & Co’s Wendy's WEN Stock Holding History

Schubert & Co’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-108
Closed -$2.35K – 1507
2023
Q1 		$2.35K Sell
108
-4
-4% -$88 ﹤0.01% 829
2022
Q4 		$2.54K Sell
112
-2
-2% -$43 ﹤0.01% 753
2022
Q3 		$2K Buy
114
+32
+39% +$644 ﹤0.01% 936
2022
Q2 		$2K Buy
82
+46
+128% +$872 ﹤0.01% 913
2022
Q1 		$1K Buy
36
+7
+24% +$158 ﹤0.01% 976
2021
Q4 		$1K Buy
+29
New +$645 ﹤0.01% 920

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Harris Associates
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Allspring Global Investments
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State Street
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Charles Schwab
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return