Joseph Group Capital Management’s Wendy's WEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-908	Closed	-$8.32K	–	280
2025 Q3	$8.32K	Hold	908	–	–	﹤0.01%	95
2025 Q2	$10.4K	Hold	908	–	–	﹤0.01%	92
2025 Q1	$13.3K	Hold	908	–	–	0.01%	88
2024 Q4	$14.8K	Hold	908	–	–	0.01%	83
2024 Q3	$15.9K	Sell	908 -94,320	-99%	-$1.61M	0.01%	78
2024 Q2	$1.62M	Buy	95,228 +12,191	+15%	+$222K	0.84%	39
2024 Q1	$1.56M	Buy	83,037 +16,708	+25%	+$314K	0.78%	40
2023 Q4	$1.29M	Buy	66,329 +3,923	+6%	+$75.5K	0.75%	40
2023 Q3	$1.27M	Buy	62,406 +5,996	+11%	+$125K	0.92%	31
2023 Q2	$1.23M	Buy	56,410 +3,711	+7%	+$82.7K	1.03%	33
2023 Q1	$1.15M	Buy	52,699 +3,941	+8%	+$86.6K	1.01%	33
2022 Q4	$1.1M	Sell	48,758 -1,379	-3%	-$29.4K	1.05%	29
2022 Q3	$937K	Buy	50,137 +3,676	+8%	+$74K	1.02%	34
2022 Q2	$877K	Buy	46,461 +4,111	+10%	+$77.9K	0.88%	37
2022 Q1	$930K	Buy	42,350 +1,714	+4%	+$38.6K	0.94%	36
2021 Q4	$969K	Buy	+40,636	New	+$904K	0.93%	35