Stephens Inc’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $179K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $700K | Buy |
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|
2023
Q1 | $689K | Buy |
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $569K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $734K | Buy |
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|
2021
Q4 | $767K | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $884K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $308K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $157K | Sell |
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|
2017
Q2 | $173K | Sell |
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|
2017
Q1 | $154K | Sell |
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|
2016
Q4 | $277K | Sell |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $120K | Buy |
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|
2016
Q1 | $125K | Hold |
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|
2015
Q4 | $124K | Hold |
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|
2015
Q3 | $99K | Hold |
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|
2015
Q2 | $130K | Hold |
|
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|
2015
Q1 | $125K | Hold |
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|
2014
Q4 | $104K | Hold |
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|
2014
Q3 | $95K | Sell |
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|
2014
Q2 | $101K | Hold |
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|
2014
Q1 | $108K | Sell |
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|
2013
Q4 | $104K | Sell |
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|
2013
Q3 | $152K | Sell |
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|
2013
Q2 | $107K | Buy |
|