MLA
My Legacy Advisors’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,060
| Closed | -$176K | – | 223 |
|
|
2025
Q1 | $176K | Sell |
12,060
-334
| -3% | -$4.89K | 0.07% | 205 |
|
|
2024
Q4 | $188K | Sell |
12,394
-325
| -3% | -$4.92K | 0.07% | 197 |
|
|
2024
Q3 | $223K | Sell |
12,719
-4,763
| -27% | -$83.4K | 0.09% | 187 |
|
|
2024
Q2 | $296K | Buy |
17,482
+364
| +2% | +$6.17K | 0.09% | 189 |
|
|
2024
Q1 | $323K | Sell |
17,118
-120
| -0.7% | -$2.26K | 0.11% | 183 |
|
|
2023
Q4 | $335K | Sell |
17,238
-512
| -3% | -$9.95K | 0.12% | 176 |
|
|
2023
Q3 | $342K | Buy |
17,750
+2,114
| +14% | +$40.7K | 0.14% | 164 |
|
|
2023
Q2 | $334K | Buy |
15,636
+2,698
| +21% | +$57.6K | 0.13% | 176 |
|
|
2023
Q1 | $281K | Buy |
+12,938
| New | +$281K | 0.12% | 184 |
|