Cerity Partners’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
Q3
$4.43M Buy
2025
Q2
$5.52M Buy
2025
Q1
$2.42M Sell
2024
Q4
$3.21M Sell
2024
Q3
$4.43M Buy
2024
Q2
$1.42M Buy
2024
Q1
$227K Buy