FSM Wealth 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
Q3 | $141K | Sell |
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|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $286K | Buy |
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