Williams Jones 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 | $211K | Hold |
18,500
| – | – | ﹤0.01% | 467 |
|
|
2025
Q1 | $271K | Hold |
18,500
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $302K | Hold |
18,500
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $324K | Hold |
18,500
| – | – | ﹤0.01% | 421 |
|
|
2024
Q2 | $314K | Sell |
18,500
-300
| -2% | -$5.09K | ﹤0.01% | 406 |
|
|
2024
Q1 | $354K | Hold |
18,800
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $366K | Sell |
18,800
-200
| -1% | -$3.9K | 0.01% | 395 |
|
|
2023
Q3 | $388K | Sell |
19,000
-2,500
| -12% | -$51K | 0.01% | 379 |
|
|
2023
Q2 | $468K | Sell |
21,500
-1,000
| -4% | -$21.8K | 0.01% | 358 |
|
|
2023
Q1 | $490K | Hold |
22,500
| – | – | 0.01% | 372 |
|
|
2022
Q4 | $509K | Hold |
22,500
| – | – | 0.01% | 353 |
|
|
2022
Q3 | $421K | Hold |
22,500
| – | – | 0.01% | 385 |
|
|
2022
Q2 | $425K | Hold |
22,500
| – | – | 0.01% | 392 |
|
|
2022
Q1 | $494K | Sell |
22,500
-1,500
| -6% | -$32.9K | 0.01% | 352 |
|
|
2021
Q4 | $572K | Hold |
24,000
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $520K | Hold |
24,000
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $562K | Buy |
24,000
+4,000
| +20% | +$93.7K | 0.01% | 306 |
|
|
2021
Q1 | $405K | Sell |
20,000
-3,200
| -14% | -$64.8K | 0.01% | 340 |
|
|
2020
Q4 | $509K | Hold |
23,200
| – | – | 0.01% | 283 |
|
|
2020
Q3 | $517K | Buy |
+23,200
| New | +$517K | 0.01% | 264 |
|