Trivium Point Advisory’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 | $168K | Buy |
14,739
+1,121
| +8% | +$12.8K | 0.02% | 339 |
|
|
2025
Q1 | $199K | Buy |
13,618
+1,002
| +8% | +$14.7K | 0.02% | 329 |
|
|
2024
Q4 | $206K | Sell |
12,616
-5,453
| -30% | -$88.9K | 0.03% | 329 |
|
|
2024
Q3 | $333K | Sell |
18,069
-2,198
| -11% | -$40.5K | 0.05% | 264 |
|
|
2024
Q2 | $344K | Buy |
20,267
+217
| +1% | +$3.68K | 0.05% | 236 |
|
|
2024
Q1 | $378K | Sell |
20,050
-4,305
| -18% | -$81.1K | 0.08% | 178 |
|
|
2023
Q4 | $474K | Buy |
24,355
+820
| +3% | +$16K | 0.12% | 146 |
|
|
2023
Q3 | $457K | Buy |
23,535
+1,130
| +5% | +$21.9K | 0.13% | 150 |
|
|
2023
Q2 | $487K | Buy |
22,405
+180
| +0.8% | +$3.92K | 0.13% | 153 |
|
|
2023
Q1 | $484K | Buy |
+22,225
| New | +$484K | 0.13% | 147 |
|