Western Pacific 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
Q2 | $149K | Hold |
13,055
| – | – | 0.14% | 85 |
|
|
2025
Q1 | $191K | Buy |
13,055
+3,620
| +38% | +$53K | 0.17% | 63 |
|
|
2024
Q4 | $154K | Buy |
9,435
+3,120
| +49% | +$50.9K | 0.12% | 80 |
|
|
2024
Q3 | $111K | Hold |
6,315
| – | – | 0.07% | 109 |
|
|
2024
Q2 | $107K | Hold |
6,315
| – | – | 0.08% | 88 |
|
|
2024
Q1 | $119K | Buy |
+6,315
| New | +$119K | 0.09% | 88 |
|