Stifel Financial’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 | $283K | Buy |
24,759
+3,709
| +18% | +$42.4K | ﹤0.01% | 3081 |
|
|
2025
Q1 | $308K | Buy |
21,050
+1,202
| +6% | +$17.6K | ﹤0.01% | 2953 |
|
|
2024
Q4 | $324K | Sell |
19,848
-314
| -2% | -$5.12K | ﹤0.01% | 2923 |
|
|
2024
Q3 | $353K | Sell |
20,162
-5,992
| -23% | -$105K | ﹤0.01% | 2872 |
|
|
2024
Q2 | $444K | Buy |
26,154
+8,650
| +49% | +$147K | ﹤0.01% | 2701 |
|
|
2024
Q1 | $330K | Buy |
17,504
+379
| +2% | +$7.14K | ﹤0.01% | 2861 |
|
|
2023
Q4 | $334K | Buy |
17,125
+492
| +3% | +$9.58K | ﹤0.01% | 2788 |
|
|
2023
Q3 | $339K | Sell |
16,633
-2,186
| -12% | -$44.6K | ﹤0.01% | 2718 |
|
|
2023
Q2 | $409K | Sell |
18,819
-5,792
| -24% | -$126K | ﹤0.01% | 2640 |
|
|
2023
Q1 | $536K | Buy |
24,611
+1,492
| +6% | +$32.5K | ﹤0.01% | 2479 |
|
|
2022
Q4 | $523K | Sell |
23,119
-7,252
| -24% | -$164K | ﹤0.01% | 2442 |
|
|
2022
Q3 | $568K | Sell |
30,371
-590
| -2% | -$11K | ﹤0.01% | 2357 |
|
|
2022
Q2 | $584K | Sell |
30,961
-4,096
| -12% | -$77.3K | ﹤0.01% | 2383 |
|
|
2022
Q1 | $770K | Buy |
35,057
+1,110
| +3% | +$24.4K | ﹤0.01% | 2296 |
|
|
2021
Q4 | $809K | Buy |
33,947
+14,861
| +78% | +$354K | ﹤0.01% | 2280 |
|
|
2021
Q3 | $414K | Sell |
19,086
-286
| -1% | -$6.2K | ﹤0.01% | 2690 |
|
|
2021
Q2 | $454K | Buy |
19,372
+7,083
| +58% | +$166K | ﹤0.01% | 2639 |
|
|
2021
Q1 | $249K | Buy |
12,289
+2,709
| +28% | +$54.9K | ﹤0.01% | 2898 |
|
|
2020
Q4 | $210K | Sell |
9,580
-3,956
| -29% | -$86.7K | ﹤0.01% | 2798 |
|
|
2020
Q3 | $302K | Sell |
13,536
-1,318
| -9% | -$29.4K | ﹤0.01% | 2398 |
|
|
2020
Q2 | $324K | Sell |
14,854
-2,699
| -15% | -$58.9K | ﹤0.01% | 2302 |
|
|
2020
Q1 | $258K | Sell |
17,553
-1,041
| -6% | -$15.3K | ﹤0.01% | 2286 |
|
|
2019
Q4 | $411K | Buy |
18,594
+4,148
| +29% | +$91.7K | ﹤0.01% | 2381 |
|
|
2019
Q3 | $286K | Sell |
14,446
-13,425
| -48% | -$266K | ﹤0.01% | 2465 |
|
|
2019
Q2 | $546K | Buy |
+27,871
| New | +$546K | ﹤0.01% | 2163 |
|
|
2018
Q3 | – | Sell |
-54,712
| Closed | -$943K | – | 2826 |
|
|
2018
Q2 | $943K | Buy |
+54,712
| New | +$943K | ﹤0.01% | 1660 |
|
|
2018
Q1 | – | Sell |
-11,854
| Closed | -$197K | – | 2780 |
|
|
2017
Q4 | $197K | Buy |
+11,854
| New | +$197K | ﹤0.01% | 2447 |
|
|
2017
Q2 | – | Sell |
-31,597
| Closed | -$430K | – | 2627 |
|
|
2017
Q1 | $430K | Sell |
31,597
-139,051
| -81% | -$1.89M | ﹤0.01% | 1896 |
|
|
2016
Q4 | $2.31M | Sell |
170,648
-9,839
| -5% | -$133K | 0.01% | 975 |
|
|
2016
Q3 | $1.95M | Sell |
180,487
-59,064
| -25% | -$638K | 0.01% | 1008 |
|
|
2016
Q2 | $2.31M | Buy |
+239,551
| New | +$2.31M | 0.01% | 939 |
|
|
2015
Q2 | – | Sell |
-11,486
| Closed | -$125K | – | 2432 |
|
|
2015
Q1 | $125K | Sell |
11,486
-12,521
| -52% | -$136K | ﹤0.01% | 2180 |
|
|
2014
Q4 | $217K | Sell |
24,007
-109,682
| -82% | -$991K | ﹤0.01% | 2041 |
|
|
2014
Q3 | $1.1M | Sell |
133,689
-637,019
| -83% | -$5.26M | 0.01% | 1068 |
|
|
2014
Q2 | $6.57M | Buy |
770,708
+631,370
| +453% | +$5.39M | 0.06% | 386 |
|
|
2014
Q1 | $1.27M | Buy |
+139,338
| New | +$1.27M | 0.01% | 935 |
|