GeoWealth Management’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	–	Sell	-334	Closed	-$4.89K	–	1295
2025 Q1	$4.89K	Sell	334 -616	-65%	-$9.01K	﹤0.01%	1014
2024 Q4	$15.5K	Buy	950 +272	+40%	+$4.43K	﹤0.01%	1429
2024 Q3	$11.9K	Buy	+678	New	+$11.9K	﹤0.01%	1351