GoalVest Advisory’s Wendy's WEN Stock Holding History

GoalVest Advisory’s Portfolio WEN Stock Details WEN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$3.34K	Hold
2025 Q2	$4.17K	Buy
2024 Q2	–	Sell
2024 Q1	$6.41K	Buy