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Montag & Associates’s Wendy's WEN Stock Holding History

Montag & Associates’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-850
Closed -$14.9K – 1044
2024
Q3 		$14.9K Buy
+850
New +$14.9K ﹤0.01% 761