Williams Jones Wealth Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $169K | Hold |
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|
2025
Q2 | $211K | Hold |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $302K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $354K | Hold |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $509K | Hold |
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|
2022
Q3 | $421K | Hold |
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|
2022
Q2 | $425K | Hold |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $572K | Hold |
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|
2021
Q3 | $520K | Hold |
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|
2021
Q2 | $562K | Buy |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $509K | Hold |
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|
2020
Q3 | $517K | Buy |
|