Spire Wealth Management’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 | $1.49K | Buy |
+131
| New | +$1.49K | ﹤0.01% | 2226 |
|
|
2025
Q1 | – | Sell |
-138
| Closed | -$2.25K | – | 2585 |
|
|
2024
Q4 | $2.25K | Sell |
138
-45
| -25% | -$733 | ﹤0.01% | 2229 |
|
|
2024
Q3 | $3.21K | Buy |
183
+123
| +205% | +$2.16K | ﹤0.01% | 1912 |
|
|
2024
Q2 | $1.02K | Sell |
60
-446
| -88% | -$7.57K | ﹤0.01% | 2116 |
|
|
2024
Q1 | $9.53K | Sell |
506
-56
| -10% | -$1.06K | ﹤0.01% | 1726 |
|
|
2023
Q4 | $10.8K | Sell |
562
-954
| -63% | -$18.3K | ﹤0.01% | 1737 |
|
|
2023
Q3 | $30.9K | Buy |
1,516
+1,016
| +203% | +$20.7K | ﹤0.01% | 1350 |
|
|
2023
Q2 | $10.9K | Hold |
500
| – | – | ﹤0.01% | 1781 |
|
|
2023
Q1 | $10.9K | Buy |
+500
| New | +$10.9K | ﹤0.01% | 1814 |
|
|
2022
Q3 | – | Sell |
-515
| Closed | -$10K | – | 2628 |
|
|
2022
Q2 | $10K | Sell |
515
-485
| -49% | -$9.42K | ﹤0.01% | 1931 |
|
|
2022
Q1 | $22K | Sell |
1,000
-2,100
| -68% | -$46.2K | ﹤0.01% | 1779 |
|
|
2021
Q4 | $74K | Buy |
3,100
+2,100
| +210% | +$50.1K | ﹤0.01% | 1540 |
|
|
2021
Q3 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 1826 |
|
|
2021
Q2 | $23K | Sell |
1,000
-2,100
| -68% | -$48.3K | ﹤0.01% | 1826 |
|
|
2021
Q1 | $64K | Buy |
+3,100
| New | +$64K | ﹤0.01% | 1604 |
|