UMB Bank’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 | $122K | Buy |
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|
2025
Q2 | $150K | Buy |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $103K | Buy |
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|
2024
Q3 | $105K | Buy |
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|
2024
Q2 | $101K | Buy |
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|
2024
Q1 | $108K | Buy |
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|
2023
Q4 | $8.28K | Hold |
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|
2023
Q3 | $8.67K | Hold |
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|
2023
Q2 | $9.24K | Hold |
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|
2023
Q1 | $9.26K | Hold |
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|
2022
Q4 | $10K | Hold |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $13K | Buy |
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