UMB Bank’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 | $150K | Buy |
13,166
+4,691
| +55% | +$53.6K | ﹤0.01% | 679 |
|
|
2025
Q1 | $124K | Buy |
8,475
+2,146
| +34% | +$31.4K | ﹤0.01% | 694 |
|
|
2024
Q4 | $103K | Buy |
6,329
+336
| +6% | +$5.48K | ﹤0.01% | 695 |
|
|
2024
Q3 | $105K | Buy |
5,993
+50
| +0.8% | +$876 | ﹤0.01% | 691 |
|
|
2024
Q2 | $101K | Buy |
5,943
+193
| +3% | +$3.27K | ﹤0.01% | 683 |
|
|
2024
Q1 | $108K | Buy |
5,750
+5,325
| +1,253% | +$100K | ﹤0.01% | 682 |
|
|
2023
Q4 | $8.28K | Hold |
425
| – | – | ﹤0.01% | 1335 |
|
|
2023
Q3 | $8.67K | Hold |
425
| – | – | ﹤0.01% | 1314 |
|
|
2023
Q2 | $9.24K | Hold |
425
| – | – | ﹤0.01% | 1312 |
|
|
2023
Q1 | $9.26K | Hold |
425
| – | – | ﹤0.01% | 1314 |
|
|
2022
Q4 | $10K | Hold |
425
| – | – | ﹤0.01% | 1320 |
|
|
2022
Q3 | $8K | Sell |
425
-118
| -22% | -$2.22K | ﹤0.01% | 1385 |
|
|
2022
Q2 | $10K | Sell |
543
-22
| -4% | -$405 | ﹤0.01% | 1408 |
|
|
2022
Q1 | $12K | Hold |
565
| – | – | ﹤0.01% | 1445 |
|
|
2021
Q4 | $13K | Buy |
+565
| New | +$13K | ﹤0.01% | 1392 |
|