Zurich Cantonal Bank’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 | $489K | Hold |
42,838
| – | – | ﹤0.01% | 1681 |
|
|
2025
Q1 | $627K | Hold |
42,838
| – | – | ﹤0.01% | 1455 |
|
|
2024
Q4 | $698K | Buy |
42,838
+4,955
| +13% | +$80.8K | ﹤0.01% | 1435 |
|
|
2024
Q3 | $664K | Hold |
37,883
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q2 | $642K | Buy |
37,883
+1,928
| +5% | +$32.7K | ﹤0.01% | 1310 |
|
|
2024
Q1 | $677K | Hold |
35,955
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q4 | $700K | Hold |
35,955
| – | – | ﹤0.01% | 1276 |
|
|
2023
Q3 | $734K | Buy |
35,955
+6,143
| +21% | +$125K | ﹤0.01% | 1155 |
|
|
2023
Q2 | $648K | Buy |
29,812
+1,750
| +6% | +$38.1K | ﹤0.01% | 1207 |
|
|
2023
Q1 | $611K | Buy |
28,062
+3,791
| +16% | +$82.6K | ﹤0.01% | 1184 |
|
|
2022
Q4 | $549K | Buy |
24,271
+2,155
| +10% | +$48.8K | ﹤0.01% | 1211 |
|
|
2022
Q3 | $413K | Hold |
22,116
| – | – | ﹤0.01% | 1312 |
|
|
2022
Q2 | $418K | Sell |
22,116
-2,673
| -11% | -$50.5K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $545K | Buy |
24,789
+2,869
| +13% | +$63.1K | ﹤0.01% | 1288 |
|
|
2021
Q4 | $523K | Buy |
21,920
+2,738
| +14% | +$65.3K | ﹤0.01% | 1411 |
|
|
2021
Q3 | $416K | Hold |
19,182
| – | – | ﹤0.01% | 1419 |
|
|
2021
Q2 | $449K | Hold |
19,182
| – | – | ﹤0.01% | 1290 |
|
|
2021
Q1 | $389K | Sell |
19,182
-3,810
| -17% | -$77.3K | ﹤0.01% | 1380 |
|
|
2020
Q4 | $504K | Buy |
22,992
+1,659
| +8% | +$36.4K | ﹤0.01% | 1286 |
|
|
2020
Q3 | $476K | Hold |
21,333
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q2 | $465K | Buy |
21,333
+5,679
| +36% | +$124K | ﹤0.01% | 1043 |
|
|
2020
Q1 | $233K | Buy |
15,654
+2,555
| +20% | +$38K | ﹤0.01% | 1150 |
|
|
2019
Q4 | $291K | Buy |
13,099
+777
| +6% | +$17.3K | ﹤0.01% | 1139 |
|
|
2019
Q3 | $246K | Hold |
12,322
| – | – | ﹤0.01% | 1144 |
|
|
2019
Q2 | $241K | Hold |
12,322
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q1 | $220K | Buy |
12,322
+1,074
| +10% | +$19.2K | ﹤0.01% | 1154 |
|
|
2018
Q4 | $176K | Hold |
11,248
| – | – | ﹤0.01% | 1268 |
|
|
2018
Q3 | $193K | Hold |
11,248
| – | – | ﹤0.01% | 1322 |
|
|
2018
Q2 | $193K | Hold |
11,248
| – | – | ﹤0.01% | 1257 |
|
|
2018
Q1 | $197K | Hold |
11,248
| – | – | ﹤0.01% | 1213 |
|
|
2017
Q4 | $185K | Buy |
11,248
+3,753
| +50% | +$61.7K | ﹤0.01% | 1227 |
|
|
2017
Q3 | $116K | Hold |
7,495
| – | – | ﹤0.01% | 1305 |
|
|
2017
Q2 | $116K | Buy |
7,495
+692
| +10% | +$10.7K | ﹤0.01% | 1283 |
|
|
2017
Q1 | $93K | Hold |
6,803
| – | – | ﹤0.01% | 1407 |
|
|
2016
Q4 | $92K | Hold |
6,803
| – | – | ﹤0.01% | 1363 |
|
|
2016
Q3 | $73K | Buy |
6,803
+822
| +14% | +$8.82K | ﹤0.01% | 1444 |
|
|
2016
Q2 | $58K | Hold |
5,981
| – | – | ﹤0.01% | 1434 |
|
|
2016
Q1 | $65K | Hold |
5,981
| – | – | ﹤0.01% | 1333 |
|
|
2015
Q4 | $64K | Buy |
5,981
+2,088
| +54% | +$22.3K | ﹤0.01% | 1321 |
|
|
2015
Q3 | $34K | Buy |
3,893
+2,630
| +208% | +$23K | ﹤0.01% | 1312 |
|
|
2015
Q2 | $14K | Hold |
1,263
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q1 | $14K | Buy |
+1,263
| New | +$14K | ﹤0.01% | 1225 |
|