Ifp Advisors, Inc Wendy'S CO Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Wendy'S CO stock. As of the latest transaction made, Ifp Advisors, Inc holds 4,247 shares of WEN stock, worth $70,627. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,247

Previous 4,324 1.78%

Holding current value

$70,627

Previous $81,000 11.11%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$16.4 - $20.14 $1,262 - $1,550	-77 Reduced 1.78%	4,247 $72,000
Q1 2024 Jul 30, 2024	BUY	$17.87 - $19.67 $3,806 - $4,189	213 Added 5.18%	4,324 $81,000
Q4 2023 Jan 09, 2024	SELL	$18.33 - $20.43 $2,657 - $2,962	-145 Reduced 3.41%	4,111 $80,000
Q3 2023 Oct 12, 2023	BUY	$19.69 - $21.83 $4,331 - $4,802	220 Added 5.45%	4,256 $86,000
Q2 2023 Aug 04, 2023	SELL	$21.29 - $23.83 $111,538 - $124,845	-5,239 Reduced 56.49%	4,036 $87,000
Q1 2023 Apr 18, 2023	BUY	$20.43 - $23.08 $81,270 - $91,812	3,978 Added 75.1%	9,275 $202,000
Q4 2022 Feb 07, 2023	SELL	$18.95 - $23.48 $21,527 - $26,673	-1,136 Reduced 17.66%	5,297 $86,000
Q2 2022 Sep 06, 2022	BUY	$16.07 - $21.98 $103,378 - $141,397	6,433 New	6,433 $104,000
Q2 2022 Aug 12, 2022	SELL	$16.07 - $21.98 $103,378 - $141,397	-6,433 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$20.94 - $24.07 $92,533 - $106,365	4,419 Added 219.41%	6,433 $141,000
Q2 2021 Jul 13, 2021	SELL	$20.73 - $28.87 $18,885 - $26,300	-911 Reduced 31.15%	2,014 $47,000
Q1 2021 Apr 30, 2021	SELL	$19.38 - $21.78 $38,760 - $43,560	-2,000 Reduced 40.61%	2,925 $59,000
Q3 2020 Oct 29, 2020	SELL	$20.66 - $23.82 $2,334 - $2,691	-113 Reduced 2.24%	4,925 $109,000
Q2 2020 Aug 05, 2020	BUY	$13.06 - $23.04 $40,812 - $72,000	3,125 Added 163.36%	5,038 $108,000
Q1 2020 May 12, 2020	BUY	$7.47 - $23.94 $11,302 - $36,221	1,513 Added 378.25%	1,913 $27,000
Q3 2019 Nov 07, 2019	BUY	$17.67 - $22.79 $6,767 - $8,728	383 Added 2252.94%	400 $8,000
Q1 2019 May 15, 2019	SELL	$15.56 - $18.0 $8,277 - $9,576	-532 Reduced 96.9%	17 $0
Q4 2018 Jan 23, 2019	SELL	$15.0 - $18.06 $67,860 - $81,703	-4,524 Reduced 89.18%	549 $8,000
Q2 2018 Aug 07, 2018	SELL	$16.09 - $18.13 $7,272 - $8,194	-452 Reduced 8.18%	5,073 $0
Q1 2018 Jun 03, 2019	BUY	$15.3 - $17.55 $7,175 - $8,230	469 Added 9.28%	5,525 $91,000
Q1 2018 May 09, 2018	SELL	$15.3 - $17.55 $7,175 - $8,230	-469 Reduced 8.49%	5,056 $0
Q4 2017 Jan 24, 2018	SELL	$13.7 - $16.58 $432,536 - $523,463	-31,572 Reduced 85.11%	5,525 $0
Q3 2017 Oct 30, 2017	SELL	$14.28 - $15.81 $50,651 - $56,078	-3,547 Reduced 8.73%	37,097 $576,000
Q2 2017 Jun 03, 2019	SELL	N/A	-905 Reduced 2.18%	40,644 $630,000
Q1 2017 Jun 03, 2019	BUY	N/A	4,852 Added 13.22%	41,549 $565,000
Q4 2016 Jun 03, 2019	BUY	N/A	24,164 Added 192.8%	36,697 $496,000
Q2 2016 Jun 03, 2019	BUY	N/A	12,516 Added 73623.53%	12,533 $121,000
Q1 2016 Jun 03, 2019	BUY	N/A	17	17 $0

Others Institutions Holding WEN

# of Institutions

441

Shares Held

166M

Call Options Held

1.37M

Put Options Held

1.17M

View Full List

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...

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