Wedbush Securities’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-13,911
| Closed | -$303K | – | 1107 |
|
2023
Q2 | $303K | Sell |
13,911
-535
| -4% | -$11.7K | 0.01% | 755 |
|
2023
Q1 | $315K | Sell |
14,446
-207
| -1% | -$4.51K | 0.02% | 734 |
|
2022
Q4 | $332K | Buy |
14,653
+175
| +1% | +$3.97K | 0.02% | 691 |
|
2022
Q3 | $271K | Sell |
14,478
-1,404
| -9% | -$26.3K | 0.02% | 771 |
|
2022
Q2 | $300K | Buy |
15,882
+1,310
| +9% | +$24.7K | 0.02% | 747 |
|
2022
Q1 | $320K | Sell |
14,572
-939
| -6% | -$20.6K | 0.01% | 770 |
|
2021
Q4 | $370K | Buy |
15,511
+1,118
| +8% | +$26.7K | 0.02% | 768 |
|
2021
Q3 | $312K | Sell |
14,393
-208
| -1% | -$4.51K | 0.01% | 844 |
|
2021
Q2 | $342K | Buy |
14,601
+518
| +4% | +$12.1K | 0.02% | 802 |
|
2021
Q1 | $285K | Buy |
+14,083
| New | +$285K | 0.02% | 841 |
|
2019
Q4 | – | Sell |
-13,522
| Closed | -$270K | – | 1037 |
|
2019
Q3 | $270K | Buy |
13,522
+2,078
| +18% | +$41.5K | 0.03% | 680 |
|
2019
Q2 | $224K | Sell |
11,444
-453
| -4% | -$8.87K | 0.02% | 772 |
|
2019
Q1 | $213K | Buy |
+11,897
| New | +$213K | 0.02% | 748 |
|
2018
Q2 | – | Sell |
-10,797
| Closed | -$189K | – | 912 |
|
2018
Q1 | $189K | Buy |
+10,797
| New | +$189K | 0.02% | 697 |
|