Stifel Financial’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 | $540K | Buy |
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|
2025
Q2 | $283K | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $568K | Sell |
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|
2022
Q2 | $584K | Sell |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $809K | Buy |
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|
2021
Q3 | $414K | Sell |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $546K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $943K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $197K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $430K | Sell |
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|
2016
Q4 | $2.31M | Sell |
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|
2016
Q3 | $1.95M | Sell |
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|
2016
Q2 | $2.31M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $125K | Sell |
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|
2014
Q4 | $217K | Sell |
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|
2014
Q3 | $1.1M | Sell |
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|
2014
Q2 | $6.57M | Buy |
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|
2014
Q1 | $1.27M | Buy |
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