A detailed history of Hb Wealth Management, LLC transactions in Wendy'S CO stock. As of the latest transaction made, Hb Wealth Management, LLC holds 10,995 shares of WEN stock, worth $181,197. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,995
Previous 10,562 4.1%
Holding current value
$181,197
Previous $179,000 7.26%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$15.83 - $18.24 $6,854 - $7,897
433 Added 4.1%
10,995 $192,000
Q2 2024

Jul 26, 2024

SELL
$16.4 - $20.14 $69,536 - $85,393
-4,240 Reduced 28.64%
10,562 $179,000
Q1 2024

Apr 30, 2024

SELL
$17.87 - $19.67 $11,776 - $12,962
-659 Reduced 4.26%
14,802 $278,000
Q4 2023

Jan 16, 2024

BUY
$18.33 - $20.43 $14,755 - $16,446
805 Added 5.49%
15,461 $301,000
Q3 2023

Oct 13, 2023

SELL
$19.69 - $21.83 $19 - $21
-1 Reduced 0.01%
14,656 $299,000
Q2 2023

Jul 13, 2023

BUY
$21.29 - $23.83 $1,575 - $1,763
74 Added 0.51%
14,657 $318,000
Q1 2023

Apr 13, 2023

BUY
$20.43 - $23.08 $1,123 - $1,269
55 Added 0.38%
14,583 $317,000
Q4 2022

Jan 20, 2023

BUY
$18.95 - $23.48 $55,940 - $69,312
2,952 Added 25.5%
14,528 $0
Q3 2022

Oct 19, 2022

BUY
$18.69 - $21.44 $1,420 - $1,629
76 Added 0.66%
11,576 $216,000
Q2 2022

Jul 15, 2022

BUY
$16.07 - $21.98 $1,607 - $2,198
100 Added 0.88%
11,500 $217,000
Q1 2022

May 16, 2022

BUY
$20.94 - $24.07 $146 - $168
7 Added 0.06%
11,400 $250,000
Q4 2021

Feb 15, 2022

BUY
$20.38 - $23.87 $232,189 - $271,950
11,393 New
11,393 $272,000

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $3.51B
  • 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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