Independent Advisor Alliance’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	-11,019	Closed	-$161K	–	935
2025 Q1	$161K	Sell	11,019 -19	-0.2%	-$278	0.01%	775
2024 Q4	$180K	Buy	11,038 +123	+1%	+$2.01K	﹤0.01%	1301
2024 Q3	$191K	Sell	10,915 -1	-0%	-$18	0.01%	667
2024 Q2	$185K	Buy	+10,916	New	+$185K	0.01%	667