FSM Wealth 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 | $175K | Sell |
15,517
-690
| -4% | -$7.8K | 0.03% | 284 |
|
|
2025
Q1 | $237K | Buy |
16,207
+842
| +5% | +$12.3K | 0.05% | 185 |
|
|
2024
Q4 | $228K | Buy |
15,365
+58
| +0.4% | +$861 | 0.06% | 170 |
|
|
2024
Q3 | $268K | Sell |
15,307
-23
| -0.2% | -$403 | 0.07% | 143 |
|
|
2024
Q2 | $260K | Buy |
15,330
+30
| +0.2% | +$509 | 0.09% | 126 |
|
|
2024
Q1 | $288K | Hold |
15,300
| – | – | 0.1% | 125 |
|
|
2023
Q4 | $298K | Hold |
15,300
| – | – | 0.13% | 115 |
|
|
2023
Q3 | $312K | Hold |
15,300
| – | – | 0.16% | 106 |
|
|
2023
Q2 | $327K | Hold |
15,300
| – | – | 0.16% | 110 |
|
|
2023
Q1 | $333K | Hold |
15,300
| – | – | 0.19% | 102 |
|
|
2022
Q4 | $346K | Hold |
15,300
| – | – | 0.25% | 93 |
|
|
2022
Q3 | $286K | Buy |
+15,300
| New | +$286K | 0.24% | 104 |
|