A detailed history of Private Wealth Strategies, L.L.C. transactions in Wendy'S CO stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 17,868 shares of WEN stock, worth $282,850. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,868
Previous 17,867 0.01%
Holding current value
$282,850
Previous $348,000 3.45%
% of portfolio
0.07%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$17.87 - $19.67 $17 - $19
1 Added 0.01%
17,868 $336,000
Q4 2023

Feb 12, 2024

BUY
$18.33 - $20.43 $14,462 - $16,119
789 Added 4.62%
17,867 $348,000
Q2 2023

Aug 07, 2023

BUY
$21.29 - $23.83 $21 - $23
1 Added 0.01%
17,078 $371,000
Q1 2023

May 08, 2023

BUY
$20.43 - $23.08 $20 - $23
1 Added 0.01%
17,077 $371,000
Q4 2022

Feb 13, 2023

BUY
$18.95 - $23.48 $323,590 - $400,944
17,076 New
17,076 $387,000
Q2 2021

Aug 02, 2021

SELL
$20.73 - $28.87 $524,116 - $729,920
-25,283 Closed
0 $0
Q1 2021

Apr 13, 2021

BUY
$19.38 - $21.78 $2,093 - $2,352
108 Added 0.43%
25,283 $512,000
Q4 2020

Jan 15, 2021

BUY
$21.72 - $24.71 $1,672 - $1,902
77 Added 0.31%
25,175 $552,000
Q3 2020

Oct 13, 2020

BUY
$20.66 - $23.82 $1,177 - $1,357
57 Added 0.23%
25,098 $560,000
Q2 2020

Jul 14, 2020

BUY
$13.06 - $23.04 $744 - $1,313
57 Added 0.23%
25,041 $545,000
Q1 2020

May 04, 2020

BUY
$7.47 - $23.94 $1,979 - $6,344
265 Added 1.07%
24,984 $372,000
Q4 2019

Feb 14, 2020

BUY
$19.92 - $22.37 $492,402 - $552,964
24,719 New
24,719 $549,000

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $3.37B
  • 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
Track This Portfolio

Track Private Wealth Strategies, L.L.C. Portfolio

Follow Private Wealth Strategies, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Strategies, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Strategies, L.L.C. with notifications on news.