Capital Performance 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	$122K	Buy	10,663 +3	+0%	+$34	0.02%	259
2025 Q1	$156K	Sell	10,660 -1,209	-10%	-$17.7K	0.03%	250
2024 Q4	$193K	Sell	11,869 -696	-6%	-$11.3K	0.06%	156
2024 Q3	$220K	Buy	+12,565	New	+$220K	0.07%	104