Claro 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	–	Sell	-10,887	Closed	-$159K	–	524
2025 Q1	$159K	Sell	10,887 -75	-0.7%	-$1.1K	0.02%	499
2024 Q4	$179K	Sell	10,962 -11,539	-51%	-$188K	0.02%	471
2024 Q3	$394K	Buy	+22,501	New	+$394K	0.05%	304