Optimist Retirement Group’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	$207K	Buy	18,103 +3,369	+23%	+$38.5K	0.1%	112
2025 Q1	$216K	Buy	+14,734	New	+$216K	0.11%	113
2024 Q3	–	Sell	-14,951	Closed	-$254K	–	133
2024 Q2	$254K	Buy	+14,951	New	+$254K	0.13%	67