United Capital Financial Advisors’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 | $151K | Buy |
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|
2025
Q2 | $126K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $241K | Buy |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $182K | Buy |
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|
2019
Q4 | $238K | Buy |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $187K | Hold |
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|
2018
Q4 | $163K | Sell |
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|
2018
Q3 | $181K | Buy |
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|
2018
Q2 | $180K | Hold |
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|
2018
Q1 | $184K | Buy |
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