Foundations Investment Advisors’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$129K Buy
2025
Q1
$165K Buy
2024
Q4
$182K Sell
2024
Q3
$198K Sell
2024
Q2
$203K Buy