Optimum Investment Advisors’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	-800	Closed	-$11.7K	–	644
2025 Q1	$11.7K	Hold	800	–	–	0.01%	497
2024 Q4	$13K	Hold	800	–	–	0.01%	479
2024 Q3	$14K	Hold	800	–	–	0.01%	496
2024 Q2	$13.6K	Hold	800	–	–	0.01%	493
2024 Q1	$15.1K	Hold	800	–	–	0.01%	481
2023 Q4	$15.6K	Hold	800	–	–	0.01%	474
2023 Q3	$16.3K	Hold	800	–	–	0.01%	492
2023 Q2	$17.4K	Hold	800	–	–	0.01%	488
2023 Q1	$17.4K	Hold	800	–	–	0.01%	493
2022 Q4	$18.1K	Hold	800	–	–	0.01%	505
2022 Q3	$15K	Hold	800	–	–	0.01%	536
2022 Q2	$15K	Hold	800	–	–	0.01%	555
2022 Q1	$18K	Hold	800	–	–	0.01%	578
2021 Q4	$19K	Hold	800	–	–	0.01%	603
2021 Q3	$17K	Hold	800	–	–	0.01%	614
2021 Q2	$19K	Hold	800	–	–	0.01%	666
2021 Q1	$16K	Hold	800	–	–	﹤0.01%	703
2020 Q4	$18K	Hold	800	–	–	0.01%	641
2020 Q3	$18K	Hold	800	–	–	0.01%	626
2020 Q2	$17K	Hold	800	–	–	0.01%	632
2020 Q1	$12K	Hold	800	–	–	﹤0.01%	658
2019 Q4	$18K	Hold	800	–	–	0.01%	693
2019 Q3	$16K	Hold	800	–	–	0.01%	716
2019 Q2	$16K	Hold	800	–	–	0.01%	717
2019 Q1	$14K	Hold	800	–	–	﹤0.01%	752
2018 Q4	$12K	Hold	800	–	–	﹤0.01%	733
2018 Q3	$14K	Hold	800	–	–	﹤0.01%	797
2018 Q2	$14K	Hold	800	–	–	﹤0.01%	800
2018 Q1	$14K	Buy	+800	New	+$14K	﹤0.01%	777