Coldstream Capital Management’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	-11,124	Closed	-$163K	–	3341
2025 Q1	$163K	Buy	+11,124	New	+$163K	﹤0.01%	1102
2015 Q3	–	Sell	-12,280	Closed	-$139K	–	191
2015 Q2	$139K	Buy	+12,280	New	+$139K	0.04%	162