VELA Investment Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,115
| Closed | -$475K | – | 146 |
|
|
2024
Q4 | $475K | Hold |
29,115
| – | – | 0.13% | 111 |
|
|
2024
Q3 | $510K | Sell |
29,115
-112,527
| -79% | -$1.97M | 0.16% | 114 |
|
|
2024
Q2 | $2.4M | Hold |
141,642
| – | – | 0.75% | 41 |
|
|
2024
Q1 | $2.67M | Buy |
141,642
+9,107
| +7% | +$172K | 0.9% | 29 |
|
|
2023
Q4 | $2.58M | Buy |
132,535
+33,496
| +34% | +$653K | 0.99% | 26 |
|
|
2023
Q3 | $2.02M | Buy |
99,039
+2,497
| +3% | +$51K | 0.89% | 35 |
|
|
2023
Q2 | $2.1M | Buy |
96,542
+840
| +0.9% | +$18.3K | 0.97% | 33 |
|
|
2023
Q1 | $2.08M | Buy |
95,702
+14,229
| +17% | +$310K | 0.95% | 29 |
|
|
2022
Q4 | $1.84M | Buy |
81,473
+22,961
| +39% | +$520K | 0.91% | 32 |
|
|
2022
Q3 | $1.09M | Buy |
58,512
+18,307
| +46% | +$342K | 0.62% | 50 |
|
|
2022
Q2 | $759K | Sell |
40,205
-24,054
| -37% | -$454K | 0.43% | 71 |
|
|
2022
Q1 | $1.41M | Buy |
64,259
+22,638
| +54% | +$497K | 0.89% | 36 |
|
|
2021
Q4 | $993K | Buy |
+41,621
| New | +$993K | 0.67% | 50 |
|