Brown Financial Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
29,908
+1,339
| +5% | +$15.3K | 0.13% | 131 |
|
|
2025
Q1 | $418K | Buy |
28,569
+1,585
| +6% | +$23.2K | 0.17% | 122 |
|
|
2024
Q4 | $440K | Buy |
26,984
+1,135
| +4% | +$18.5K | 0.18% | 110 |
|
|
2024
Q3 | $453K | Sell |
25,849
-14,094
| -35% | -$247K | 0.19% | 114 |
|
|
2024
Q2 | $677K | Buy |
+39,943
| New | +$677K | 0.3% | 112 |
|