FIA
Foundations Investment Advisors’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
11,329
+80
| +0.7% | +$914 | ﹤0.01% | 894 |
|
|
2025
Q1 | $165K | Buy |
11,249
+69
| +0.6% | +$1.01K | ﹤0.01% | 825 |
|
|
2024
Q4 | $182K | Sell |
11,180
-126
| -1% | -$2.05K | ﹤0.01% | 806 |
|
|
2024
Q3 | $198K | Sell |
11,306
-672
| -6% | -$11.8K | ﹤0.01% | 780 |
|
|
2024
Q2 | $203K | Buy |
+11,978
| New | +$203K | ﹤0.01% | 723 |
|