GoalVest Advisory’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	$4.17K	Buy	+365	New	+$4.17K	﹤0.01%	330
2024 Q2	–	Sell	-340	Closed	-$6.41K	–	421
2024 Q1	$6.41K	Buy	+340	New	+$6.41K	﹤0.01%	333