Wealth Enhancement Advisory Services’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 | $1.87M | Sell |
160,394
-280,989
| -64% | -$3.28M | ﹤0.01% | 1383 |
|
|
2025
Q1 | $6.46M | Buy |
441,383
+162,342
| +58% | +$2.38M | 0.01% | 735 |
|
|
2024
Q4 | $4.55M | Buy |
279,041
+128,579
| +85% | +$2.1M | 0.01% | 835 |
|
|
2024
Q3 | $2.64M | Buy |
150,462
+110,418
| +276% | +$1.93M | 0.01% | 948 |
|
|
2024
Q2 | $679K | Buy |
40,044
+13,703
| +52% | +$232K | ﹤0.01% | 1464 |
|
|
2024
Q1 | $496K | Sell |
26,341
-4,085
| -13% | -$77K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $593K | Buy |
30,426
+9,933
| +48% | +$193K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $418K | Buy |
+20,493
| New | +$418K | ﹤0.01% | 1534 |
|