A detailed history of Williams Jones Wealth Management, Llc. transactions in Wendy'S CO stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 18,500 shares of WEN stock, worth $364,820. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,500
Previous 18,800 1.6%
Holding current value
$364,820
Previous $354,000 11.58%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 05, 2024

SELL
$16.4 - $20.14 $4,920 - $6,042
-300 Reduced 1.6%
18,500 $313,000
Q4 2023

Feb 14, 2024

SELL
$18.33 - $20.43 $3,665 - $4,086
-200 Reduced 1.05%
18,800 $366,000
Q3 2023

Nov 14, 2023

SELL
$19.69 - $21.83 $49,225 - $54,574
-2,500 Reduced 11.63%
19,000 $387,000
Q2 2023

Aug 14, 2023

SELL
$21.29 - $23.83 $21,290 - $23,830
-1,000 Reduced 4.44%
21,500 $467,000
Q1 2022

May 16, 2022

SELL
$20.94 - $24.07 $31,410 - $36,105
-1,500 Reduced 6.25%
22,500 $494,000
Q2 2021

Aug 16, 2021

BUY
$20.73 - $28.87 $82,920 - $115,480
4,000 Added 20.0%
24,000 $562,000
Q1 2021

May 17, 2021

SELL
$19.38 - $21.78 $62,016 - $69,696
-3,200 Reduced 13.79%
20,000 $405,000
Q3 2020

Nov 13, 2020

BUY
$20.66 - $23.82 $479,312 - $552,624
23,200 New
23,200 $517,000

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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