Sigma Planning Corp’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 | $206K | Buy |
+18,004
| New | +$206K | 0.01% | 1163 |
|
|
2019
Q2 | – | Sell |
-10,201
| Closed | -$182K | – | 1037 |
|
|
2019
Q1 | $182K | Sell |
10,201
-898
| -8% | -$16K | 0.01% | 859 |
|
|
2018
Q4 | $173K | Sell |
11,099
-4,395
| -28% | -$68.5K | 0.01% | 772 |
|
|
2018
Q3 | $266K | Buy |
15,494
+1,101
| +8% | +$18.9K | 0.02% | 741 |
|
|
2018
Q2 | $247K | Buy |
14,393
+1,899
| +15% | +$32.6K | 0.02% | 732 |
|
|
2018
Q1 | $219K | Sell |
12,494
-316
| -2% | -$5.54K | 0.02% | 735 |
|
|
2017
Q4 | $210K | Sell |
12,810
-19
| -0.1% | -$311 | 0.02% | 756 |
|
|
2017
Q3 | $199K | Buy |
12,829
+1,607
| +14% | +$24.9K | 0.02% | 770 |
|
|
2017
Q2 | $174K | Buy |
11,222
+51
| +0.5% | +$791 | 0.02% | 728 |
|
|
2017
Q1 | $152K | Sell |
11,171
-2,097
| -16% | -$28.5K | 0.01% | 722 |
|
|
2016
Q4 | $179K | Buy |
13,268
+1
| +0% | +$13 | 0.02% | 666 |
|
|
2016
Q3 | $143K | Sell |
13,267
-998
| -7% | -$10.8K | 0.02% | 684 |
|
|
2016
Q2 | $137K | Sell |
14,265
-1,701
| -11% | -$16.3K | 0.02% | 644 |
|
|
2016
Q1 | $174K | Buy |
15,966
+205
| +1% | +$2.23K | 0.02% | 615 |
|
|
2015
Q4 | $170K | Buy |
15,761
+850
| +6% | +$9.17K | 0.02% | 617 |
|
|
2015
Q3 | $129K | Buy |
14,911
+3,882
| +35% | +$33.6K | 0.02% | 600 |
|
|
2015
Q2 | $124K | Buy |
11,029
+342
| +3% | +$3.85K | 0.02% | 659 |
|
|
2015
Q1 | $116K | Sell |
10,687
-1,171
| -10% | -$12.7K | 0.02% | 704 |
|
|
2014
Q4 | $107K | Buy |
+11,858
| New | +$107K | 0.01% | 678 |
|