Zacks Investment Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-76,085
| Closed | -$1.03M | – | 736 |
|
|
2016
Q4 | $1.03M | Buy |
76,085
+775
| +1% | +$10.5K | 0.03% | 321 |
|
|
2016
Q3 | $813K | Sell |
75,310
-25,593
| -25% | -$276K | 0.02% | 374 |
|
|
2016
Q2 | $971K | Buy |
100,903
+76,243
| +309% | +$734K | 0.03% | 325 |
|
|
2016
Q1 | $269K | Buy |
+24,660
| New | +$269K | 0.01% | 512 |
|
|
2015
Q2 | – | Sell |
-24,864
| Closed | -$271K | – | 738 |
|
|
2015
Q1 | $271K | Sell |
24,864
-11,638
| -32% | -$127K | 0.01% | 527 |
|
|
2014
Q4 | $330K | Buy |
+36,502
| New | +$330K | 0.01% | 486 |
|
|
2014
Q3 | – | Sell |
-72,904
| Closed | -$622K | – | 758 |
|
|
2014
Q2 | $622K | Buy |
+72,904
| New | +$622K | 0.02% | 374 |
|