Integrated Wealth Concepts’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	$334K	Buy	+29,259	New	+$334K	﹤0.01%	1496
2025 Q1	–	Sell	-14,260	Closed	-$232K	–	1837
2024 Q4	$232K	Buy	+14,260	New	+$232K	﹤0.01%	1522