Clearstead Trust’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
$4.9K Buy
429
+164
+62% +$1.87K ﹤0.01% 753
2025
Q1
$3.88K Buy
+265
New +$3.88K ﹤0.01% 664