A detailed history of Ever Source Wealth Advisors, LLC transactions in Wendy'S CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 195 shares of WEN stock, worth $3,506. This represents 0.0% of its overall portfolio holdings.

Number of Shares
195
Previous 195 -0.0%
Holding current value
$3,506
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$16.4 - $20.14 $688 - $845
42 Added 27.45%
195 $3,000
Q1 2024

Jun 11, 2024

SELL
$17.87 - $19.67 $553 - $609
-31 Reduced 16.85%
153 $2,000
Q4 2023

Feb 09, 2024

SELL
$18.33 - $20.43 $54 - $61
-3 Reduced 1.6%
184 $3,000
Q3 2023

Nov 03, 2023

BUY
$19.69 - $21.83 $2,264 - $2,510
115 Added 159.72%
187 $3,000
Q2 2023

Aug 04, 2023

BUY
$21.29 - $23.83 $489 - $548
23 Added 46.94%
72 $1,000
Q3 2022

Nov 07, 2022

BUY
$18.69 - $21.44 $915 - $1,050
49 New
49 $1,000
Q1 2022

May 25, 2022

SELL
$20.94 - $24.07 $5,255 - $6,041
-251 Closed
0 $0
Q4 2021

Feb 07, 2022

BUY
$20.38 - $23.87 $5,115 - $5,991
251 New
251 $6,000

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $3.83B
  • Description
  • The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company. It operates through three segments: Wendy's U.S., Wendy's International, and Global Real Estate & Development. The company is involved in operating, developing, and franchising a system of quick-service restaurants specializing in hamburger s...
More about WEN
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