Wendy's/arby's Group shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in Wendy's/arby's Group
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Quarterly reported holdings in Wendy's/arby's Group by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $303k | 18k | 16.96 |
| 2024-03-31 | $337k | 18k | 18.84 |
| 2023-12-31 | $348k | 18k | 19.48 |
| 2023-09-30 | $349k | 17k | 20.41 |
| 2023-06-30 | $371k | 17k | 21.75 |
| 2023-03-31 | $372k | 17k | 21.78 |
| 2022-12-31 | $386k | 17k | 22.63 |
| 2021-03-31 | $512k | 25k | 20.25 |
| 2020-12-31 | $552k | 25k | 21.93 |
| 2020-09-30 | $560k | 25k | 22.31 |
| 2020-06-30 | $545k | 25k | 21.76 |
| 2020-03-31 | $372k | 25k | 14.89 |
| 2019-12-31 | $549k | 25k | 22.21 |