A detailed history of Steward Partners Investment Advisory, LLC transactions in Wendy'S CO stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 437 shares of WEN stock, worth $8,617. This represents 0.0% of its overall portfolio holdings.

Number of Shares
437
Previous 600 27.17%
Holding current value
$8,617
Previous $11,000 36.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2024

SELL
$16.4 - $20.14 $2,673 - $3,282
-163 Reduced 27.17%
437 $7,000
Q1 2024

May 15, 2024

SELL
$17.87 - $19.67 $4,020 - $4,425
-225 Reduced 27.27%
600 $11,000
Q4 2023

Feb 12, 2024

SELL
$18.33 - $20.43 $92,053 - $102,599
-5,022 Reduced 85.89%
825 $16,000
Q3 2023

Nov 13, 2023

BUY
$19.69 - $21.83 $1,279 - $1,418
65 Added 1.12%
5,847 $119,000
Q2 2023

Aug 14, 2023

SELL
$21.29 - $23.83 $11,752 - $13,154
-552 Reduced 8.71%
5,782 $125,000
Q1 2023

May 15, 2023

BUY
$20.43 - $23.08 $112,773 - $127,401
5,520 Added 678.13%
6,334 $137,000
Q4 2022

Feb 15, 2023

SELL
$18.95 - $23.48 $928 - $1,150
-49 Reduced 5.68%
814 $18,000
Q3 2022

Nov 10, 2022

SELL
$18.69 - $21.44 $1,177 - $1,350
-63 Reduced 6.8%
863 $16,000
Q2 2022

Aug 04, 2022

SELL
$16.07 - $21.98 $77,939 - $106,603
-4,850 Reduced 83.97%
926 $17,000
Q1 2022

May 02, 2022

BUY
$20.94 - $24.07 $12,564 - $14,442
600 Added 11.59%
5,776 $127,000
Q4 2021

Feb 08, 2022

SELL
$20.38 - $23.87 $1,120 - $1,312
-55 Reduced 1.05%
5,176 $123,000
Q3 2021

Nov 12, 2021

BUY
$21.68 - $24.04 $11,837 - $13,125
546 Added 11.65%
5,231 $113,000
Q2 2021

Aug 13, 2021

BUY
$20.73 - $28.87 $45,771 - $63,744
2,208 Added 89.14%
4,685 $110,000
Q1 2021

May 14, 2021

BUY
$19.38 - $21.78 $32,771 - $36,829
1,691 Added 215.14%
2,477 $50,000
Q4 2020

Feb 11, 2021

BUY
$21.72 - $24.71 $43 - $49
2 Added 0.26%
786 $17,000
Q3 2020

Oct 30, 2020

BUY
$20.66 - $23.82 $41 - $47
2 Added 0.26%
784 $17,000
Q2 2020

Aug 06, 2020

SELL
$13.06 - $23.04 $1,776 - $3,133
-136 Reduced 14.81%
782 $17,000
Q1 2020

Apr 29, 2020

BUY
$7.47 - $23.94 $1,060 - $3,399
142 Added 18.3%
918 $13,000
Q4 2019

Jan 17, 2020

BUY
$19.92 - $22.37 $59 - $67
3 Added 0.39%
776 $17,000
Q3 2019

Oct 30, 2019

BUY
$17.67 - $22.79 $3,056 - $3,942
173 Added 28.83%
773 $15,000
Q2 2019

Jul 25, 2019

BUY
$17.82 - $19.88 $10,692 - $11,928
600 New
600 $11,000
Q4 2018

Jan 15, 2019

SELL
$15.0 - $18.06 $9,000 - $10,836
-600 Closed
0 $0
Q2 2017

Nov 22, 2017

BUY
N/A
600
600 $9,000

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $4.2B
  • 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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