Patriot Financial Group Insurance Agency’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$150K Buy
2022
Q1
Sell
2021
Q4
$4K Buy
2021
Q3
$4K Buy
2021
Q2
$4K Hold
2021
Q1
$4K Buy
2019
Q4
Sell
2019
Q3
$2K Sell
2019
Q2
$19K Hold
2019
Q1
$18K Hold
2018
Q4
$16K Buy