SVB Wealth’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 | – | Sell |
-41
| Closed | -$600 | – | 1625 |
|
|
2025
Q1 | $600 | Buy |
+41
| New | +$600 | ﹤0.01% | 1385 |
|
|
2020
Q2 | – | Sell |
-12,196
| Closed | -$181K | – | 682 |
|
|
2020
Q1 | $181K | Sell |
12,196
-12,158
| -50% | -$180K | ﹤0.01% | 469 |
|
|
2019
Q4 | $541K | Sell |
24,354
-2,776
| -10% | -$61.7K | 0.01% | 401 |
|
|
2019
Q3 | $542K | Buy |
27,130
+2,445
| +10% | +$48.8K | 0.01% | 367 |
|
|
2019
Q2 | $483K | Buy |
+24,685
| New | +$483K | 0.02% | 392 |
|