Sound Income Strategies’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 | $9.3M | Buy |
814,753
+218,315
| +37% | +$2.49M | 0.53% | 60 |
|
|
2025
Q1 | $8.73M | Buy |
596,438
+595,731
| +84,262% | +$8.72M | 0.52% | 59 |
|
|
2024
Q4 | $11.5K | Buy |
707
+5
| +0.7% | +$82 | ﹤0.01% | 807 |
|
|
2024
Q3 | $12.3K | Buy |
702
+345
| +97% | +$6.05K | ﹤0.01% | 742 |
|
|
2024
Q2 | $6.06K | Buy |
357
+2
| +0.6% | +$34 | ﹤0.01% | 893 |
|
|
2024
Q1 | $6.68K | Buy |
355
+201
| +131% | +$3.78K | ﹤0.01% | 854 |
|
|
2023
Q4 | $2.99K | Buy |
+154
| New | +$2.99K | ﹤0.01% | 983 |
|
|
2023
Q3 | – | Hold |
0
| – | -$6 | – | 1240 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1109 |
|