Farther Finance 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
$9.84K Sell
861
-1,272
-60% -$14.5K ﹤0.01% 3084
2025
Q1
$31.4K Buy
2,133
+1,957
+1,112% +$28.8K ﹤0.01% 2140
2024
Q4
$2.87K Sell
176
-248
-58% -$4.05K ﹤0.01% 2870
2024
Q3
$7.43K Buy
424
+7
+2% +$123 ﹤0.01% 2479
2024
Q2
$6.86K Buy
417
+145
+53% +$2.39K ﹤0.01% 2245
2024
Q1
$5.06K Sell
272
-2
-0.7% -$37 ﹤0.01% 2063
2023
Q4
$5.34K Buy
274
+238
+661% +$4.64K ﹤0.01% 1939
2023
Q3
$735 Sell
36
-112
-76% -$2.29K ﹤0.01% 2162
2023
Q2
$3.22K Buy
148
+1
+0.7% +$22 ﹤0.01% 1589
2023
Q1
$3.2K Buy
+147
New +$3.2K ﹤0.01% 1468