Venturi Wealth 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 |
-7,749
| Closed | -$126K | – | 1835 |
|
|
2024
Q4 | $126K | Buy |
7,749
+1,666
| +27% | +$27.2K | 0.01% | 679 |
|
|
2024
Q3 | $107K | Buy |
6,083
+4,921
| +423% | +$86.2K | 0.01% | 546 |
|
|
2024
Q2 | $19.7K | Buy |
1,162
+730
| +169% | +$12.4K | ﹤0.01% | 944 |
|
|
2024
Q1 | $8.14K | Buy |
+432
| New | +$8.14K | ﹤0.01% | 974 |
|