Steward Partners Investment Advisory’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 | $45.9K | Buy |
4,017
+1,041
| +35% | +$11.9K | ﹤0.01% | 2525 |
|
|
2025
Q1 | $43.5K | Buy |
2,976
+1,559
| +110% | +$22.8K | ﹤0.01% | 2455 |
|
|
2024
Q4 | $23.1K | Buy |
1,417
+130
| +10% | +$2.12K | ﹤0.01% | 2717 |
|
|
2024
Q3 | $22.5K | Buy |
1,287
+850
| +195% | +$14.9K | ﹤0.01% | 2611 |
|
|
2024
Q2 | $7.41K | Sell |
437
-163
| -27% | -$2.77K | ﹤0.01% | 2917 |
|
|
2024
Q1 | $11.3K | Sell |
600
-225
| -27% | -$4.24K | ﹤0.01% | 2760 |
|
|
2023
Q4 | $16.1K | Sell |
825
-5,022
| -86% | -$97.8K | ﹤0.01% | 2507 |
|
|
2023
Q3 | $119K | Buy |
5,847
+65
| +1% | +$1.33K | ﹤0.01% | 1494 |
|
|
2023
Q2 | $126K | Sell |
5,782
-552
| -9% | -$12K | ﹤0.01% | 1471 |
|
|
2023
Q1 | $138K | Buy |
6,334
+5,520
| +678% | +$120K | ﹤0.01% | 1444 |
|
|
2022
Q4 | $18.4K | Sell |
814
-49
| -6% | -$1.11K | ﹤0.01% | 2270 |
|
|
2022
Q3 | $16K | Sell |
863
-63
| -7% | -$1.17K | ﹤0.01% | 2330 |
|
|
2022
Q2 | $17K | Sell |
926
-4,850
| -84% | -$89K | ﹤0.01% | 2306 |
|
|
2022
Q1 | $127K | Buy |
5,776
+600
| +12% | +$13.2K | ﹤0.01% | 1503 |
|
|
2021
Q4 | $123K | Sell |
5,176
-55
| -1% | -$1.31K | ﹤0.01% | 1508 |
|
|
2021
Q3 | $113K | Buy |
5,231
+546
| +12% | +$11.8K | ﹤0.01% | 1500 |
|
|
2021
Q2 | $110K | Buy |
4,685
+2,208
| +89% | +$51.8K | ﹤0.01% | 2108 |
|
|
2021
Q1 | $50.2K | Buy |
2,477
+1,691
| +215% | +$34.3K | ﹤0.01% | 1983 |
|
|
2020
Q4 | $17K | Buy |
786
+2
| +0.3% | +$43 | ﹤0.01% | 2120 |
|
|
2020
Q3 | $17K | Buy |
784
+2
| +0.3% | +$43 | ﹤0.01% | 1952 |
|
|
2020
Q2 | $17K | Sell |
782
-136
| -15% | -$2.96K | ﹤0.01% | 1842 |
|
|
2020
Q1 | $13K | Buy |
918
+142
| +18% | +$2.01K | ﹤0.01% | 1772 |
|
|
2019
Q4 | $17K | Buy |
776
+3
| +0.4% | +$66 | ﹤0.01% | 1823 |
|
|
2019
Q3 | $15K | Buy |
773
+173
| +29% | +$3.36K | ﹤0.01% | 1844 |
|
|
2019
Q2 | $11K | Buy |
+600
| New | +$11K | ﹤0.01% | 1953 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$10K | – | 2156 |
|
|
2018
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 1885 |
|
|
2018
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 1750 |
|
|
2018
Q1 | $10K | Hold |
600
| – | – | ﹤0.01% | 1579 |
|
|
2017
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 1380 |
|
|
2017
Q3 | $9K | Hold |
600
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q2 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 1082 |
|