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Copley Financial Group’s Wendy's WEN Stock Holding History

Copley Financial Group’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$299K Sell
26,194
-384
-1% -$4.39K 0.22% 86
2025
Q1 		$389K Buy
26,578
+525
+2% +$7.68K 0.3% 80
2024
Q4 		$425K Buy
26,053
+304
+1% +$4.96K 0.33% 74
2024
Q3 		$451K Buy
+25,749
New +$451K 0.41% 71