Miller Financial Services’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
$177K Buy
15,457
+1,401
+10% +$16K 0.23% 99
2025
Q1
$206K Hold
14,056
0.3% 84
2024
Q4
$229K Buy
+14,056
New +$229K 0.19% 111