Blue Bell Private Wealth Management’s Wendy's WEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-157	Closed	-$2.3K	–	760
2025 Q1	$2.3K	Hold	157	–	–	﹤0.01%	618
2024 Q4	$2.56K	Hold	157	–	–	﹤0.01%	579
2024 Q3	$2.75K	Hold	157	–	–	﹤0.01%	597
2024 Q2	$2.66K	Hold	157	–	–	﹤0.01%	611
2024 Q1	$2.96K	Hold	157	–	–	﹤0.01%	613
2023 Q4	$3.06K	Hold	157	–	–	﹤0.01%	598
2023 Q3	$3.2K	Hold	157	–	–	﹤0.01%	539
2023 Q2	$3.42K	Hold	157	–	–	﹤0.01%	541
2023 Q1	$3.42K	Hold	157	–	–	﹤0.01%	508
2022 Q4	$3.55K	Buy	157 +57	+57%	+$1.22K	﹤0.01%	512
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	628
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	665
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	723
2021 Q4	$2K	Buy	+100	New	+$2.22K	﹤0.01%	724