Tradewinds Capital Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$156 | – | 586 |
|
|
2023
Q4 | $156 | Hold |
8
| – | – | ﹤0.01% | 448 |
|
|
2023
Q3 | $164 | Hold |
8
| – | – | ﹤0.01% | 474 |
|
|
2023
Q2 | $174 | Hold |
8
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $175 | Sell |
8
-80
| -91% | -$1.75K | ﹤0.01% | 451 |
|
|
2022
Q4 | $1.99K | Hold |
88
| – | – | ﹤0.01% | 363 |
|
|
2022
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 345 |
|
|
2022
Q2 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 360 |
|
|
2016
Q4 | – | Sell |
-170
| Closed | -$2K | – | 711 |
|
|
2016
Q3 | $2K | Hold |
170
| – | – | ﹤0.01% | 580 |
|
|
2016
Q2 | $2K | Hold |
170
| – | – | ﹤0.01% | 571 |
|
|
2016
Q1 | $2K | Hold |
170
| – | – | ﹤0.01% | 573 |
|
|
2015
Q4 | $2K | Hold |
170
| – | – | ﹤0.01% | 562 |
|
|
2015
Q3 | $1K | Buy |
+170
| New | +$1K | ﹤0.01% | 599 |
|