Focus Partners Wealth’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
$671K Buy
58,790
+5,252
+10% +$60K ﹤0.01% 1292
2025
Q1
$783K Sell
53,538
-5,705
-10% -$83.5K ﹤0.01% 1148
2024
Q4
$966K Buy
59,243
+22,517
+61% +$367K ﹤0.01% 1061
2024
Q3
$643K Buy
+36,726
New +$643K ﹤0.01% 1060