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Great Valley Advisor Group’s Wendy's WEN Stock Holding History

Great Valley Advisor Group’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,900
Closed -$287K – 850
2024
Q2 		$287K Sell
16,900
-100
-0.6% -$1.82K 0.01% 657
2024
Q1 		$320K Hold
17,000
– – 0.01% 593
2023
Q4 		$331K Sell
17,000
-5,800
-25% -$112K 0.01% 553
2023
Q3 		$465K Buy
22,800
+5,200
+30% +$109K 0.02% 450
2023
Q2 		$383K Buy
+17,600
New +$392K 0.02% 501

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