SJS Investment Consulting’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 | – | Sell |
-30
| Closed | -$439 | – | 1673 |
|
|
2025
Q1 | $439 | Sell |
30
-2
| -6% | -$29 | ﹤0.01% | 1294 |
|
|
2024
Q4 | $522 | Buy |
32
+7
| +28% | +$114 | ﹤0.01% | 1227 |
|
|
2024
Q3 | $438 | Buy |
25
+1
| +4% | +$18 | ﹤0.01% | 1368 |
|
|
2024
Q2 | $408 | Sell |
24
-6
| -20% | -$102 | ﹤0.01% | 1352 |
|
|
2024
Q1 | $566 | Sell |
30
-5
| -14% | -$94 | ﹤0.01% | 1244 |
|
|
2023
Q4 | $682 | Sell |
35
-6
| -15% | -$117 | ﹤0.01% | 1121 |
|
|
2023
Q3 | $837 | Buy |
41
+9
| +28% | +$184 | ﹤0.01% | 1011 |
|
|
2023
Q2 | $696 | Sell |
32
-8
| -20% | -$174 | ﹤0.01% | 1043 |
|
|
2023
Q1 | $872 | Sell |
40
-3
| -7% | -$65 | ﹤0.01% | 946 |
|
|
2022
Q4 | $973 | Buy |
43
+22
| +105% | +$498 | ﹤0.01% | 942 |
|
|
2022
Q3 | $0 | Buy |
+21
| New | – | ﹤0.01% | 1592 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1378 |
|