Whitcomb & Hess’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 | $134K | Buy |
11,748
+144
| +1% | +$1.64K | 0.04% | 54 |
|
|
2025
Q1 | $170K | Buy |
11,604
+263
| +2% | +$3.85K | 0.05% | 54 |
|
|
2024
Q4 | $185K | Sell |
11,341
-52
| -0.5% | -$848 | 0.06% | 51 |
|
|
2024
Q3 | $200K | Buy |
11,393
+153
| +1% | +$2.68K | 0.06% | 50 |
|
|
2024
Q2 | $191K | Buy |
11,240
+161
| +1% | +$2.73K | 0.06% | 50 |
|
|
2024
Q1 | $209K | Buy |
11,079
+144
| +1% | +$2.71K | 0.07% | 49 |
|
|
2023
Q4 | $213K | Buy |
10,935
+290
| +3% | +$5.65K | 0.07% | 45 |
|
|
2023
Q3 | $217K | Buy |
10,645
+126
| +1% | +$2.57K | 0.08% | 38 |
|
|
2023
Q2 | $229K | Buy |
10,519
+115
| +1% | +$2.5K | 0.08% | 37 |
|
|
2023
Q1 | $227K | Buy |
+10,404
| New | +$227K | 0.09% | 36 |
|