A detailed history of Kestra Private Wealth Services, LLC transactions in Wendy'S CO stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 31,227 shares of WEN stock, worth $519,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,227
Previous 32,036 2.53%
Holding current value
$519,305
Previous $543,000 0.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$15.83 - $18.24 $12,806 - $14,756
-809 Reduced 2.53%
31,227 $547,000
Q2 2024

Aug 12, 2024

BUY
$16.4 - $20.14 $16 - $20
1 Added 0.0%
32,036 $543,000
Q1 2024

May 02, 2024

SELL
$17.87 - $19.67 $17,852 - $19,650
-999 Reduced 3.02%
32,035 $603,000
Q4 2023

Feb 05, 2024

SELL
$18.33 - $20.43 $403 - $449
-22 Reduced 0.07%
33,034 $643,000
Q3 2023

Nov 07, 2023

BUY
$19.69 - $21.83 $138,046 - $153,050
7,011 Added 26.92%
33,056 $674,000
Q2 2023

Aug 08, 2023

BUY
$21.29 - $23.83 $52,330 - $58,574
2,458 Added 10.42%
26,045 $566,000
Q1 2023

May 12, 2023

BUY
$20.43 - $23.08 $74,855 - $84,565
3,664 Added 18.39%
23,587 $513,000
Q4 2022

Jan 31, 2023

BUY
$18.95 - $23.48 $377,540 - $467,792
19,923 New
19,923 $450,000

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $3.54B
  • 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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