Kaufman Rossin Wealth’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
$333K Buy
29,142
+5,819
+25% +$66.5K 0.21% 72
2025
Q1
$341K Buy
+23,323
New +$341K 0.24% 74