Concurrent Investment 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	$1.11M	Buy	96,916 +69,676	+256%	+$796K	0.02%	567
2025 Q1	$399K	Buy	+27,240	New	+$399K	0.01%	808
2024 Q4	–	Sell	-105,952	Closed	-$1.86M	–	1104
2024 Q3	$1.86M	Buy	105,952 +8,876	+9%	+$156K	0.05%	332
2024 Q2	$1.65M	Buy	+97,076	New	+$1.65M	0.05%	321