United Capital Financial Advisors’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 | $126K | Buy |
+10,999
| New | +$126K | ﹤0.01% | 1065 |
|
|
2021
Q4 | – | Sell |
-13,995
| Closed | -$303K | – | 1241 |
|
|
2021
Q3 | $303K | Buy |
13,995
+2,125
| +18% | +$46K | ﹤0.01% | 1001 |
|
|
2021
Q2 | $278K | Sell |
11,870
-10
| -0.1% | -$234 | ﹤0.01% | 1038 |
|
|
2021
Q1 | $241K | Buy |
11,880
+10
| +0.1% | +$203 | ﹤0.01% | 1048 |
|
|
2020
Q4 | $260K | Buy |
11,870
+169
| +1% | +$3.7K | ﹤0.01% | 1045 |
|
|
2020
Q3 | $261K | Sell |
11,701
-199
| -2% | -$4.44K | ﹤0.01% | 992 |
|
|
2020
Q2 | $259K | Sell |
11,900
-330
| -3% | -$7.18K | ﹤0.01% | 1026 |
|
|
2020
Q1 | $182K | Buy |
12,230
+1,525
| +14% | +$22.7K | ﹤0.01% | 1077 |
|
|
2019
Q4 | $238K | Buy |
10,705
+150
| +1% | +$3.34K | ﹤0.01% | 1219 |
|
|
2019
Q3 | $211K | Sell |
10,555
-987
| -9% | -$19.7K | ﹤0.01% | 1162 |
|
|
2019
Q2 | $226K | Buy |
11,542
+1,086
| +10% | +$21.3K | ﹤0.01% | 1311 |
|
|
2019
Q1 | $187K | Hold |
10,456
| – | – | ﹤0.01% | 1260 |
|
|
2018
Q4 | $163K | Sell |
10,456
-80
| -0.8% | -$1.25K | ﹤0.01% | 1216 |
|
|
2018
Q3 | $181K | Buy |
10,536
+80
| +0.8% | +$1.37K | ﹤0.01% | 1264 |
|
|
2018
Q2 | $180K | Hold |
10,456
| – | – | ﹤0.01% | 1238 |
|
|
2018
Q1 | $184K | Buy |
+10,456
| New | +$184K | ﹤0.01% | 1242 |
|