Kingsview Wealth Management’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
-24,700
Closed -$361K 1227
2025
Q1
$361K Buy
+24,700
New +$361K 0.01% 828
2022
Q1
Sell
-38,373
Closed -$915K 967
2021
Q4
$915K Buy
+38,373
New +$915K 0.04% 429