NorthCrest Asset Manangement’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
-10,873
Closed -$159K 662
2025
Q1
$159K Sell
10,873
-399
-4% -$5.84K ﹤0.01% 574
2024
Q4
$184K Buy
+11,272
New +$184K 0.01% 547