SYM Financial Corp’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 | $170K | Buy |
+14,869
| New | +$170K | 0.02% | 315 |
|
|
2025
Q1 | – | Sell |
-15,091
| Closed | -$246K | – | 391 |
|
|
2024
Q4 | $246K | Sell |
15,091
-498
| -3% | -$8.12K | 0.03% | 191 |
|
|
2024
Q3 | $273K | Buy |
15,589
+1,894
| +14% | +$33.2K | 0.04% | 127 |
|
|
2024
Q2 | $232K | Buy |
+13,695
| New | +$232K | 0.04% | 131 |
|