Plante Moran Financial Advisors’s Wendy's WEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,501	Closed	-$98K	–	1113
2021 Q3	$98K	Hold	4,501	–	–	0.02%	276
2021 Q2	$105K	Sell	4,501 -440	-9%	-$10.1K	0.03%	241
2021 Q1	$100K	Hold	4,941	–	–	0.03%	244
2020 Q4	$108K	Sell	4,941 -2,275	-32%	-$51.8K	0.03%	239
2020 Q3	$161K	Hold	7,216	–	–	0.06%	182
2020 Q2	$157K	Sell	7,216 -725	-9%	-$14.4K	0.06%	155
2020 Q1	$118K	Hold	7,941	–	–	0.05%	173
2019 Q4	$176K	Buy	7,941 +5,666	+249%	+$120K	0.06%	169
2019 Q3	$45K	Hold	2,275	–	–	0.01%	361
2019 Q2	$45K	Hold	2,275	–	–	0.01%	361
2019 Q1	$41K	Hold	2,275	–	–	0.01%	376
2018 Q4	$36K	Hold	2,275	–	–	0.01%	354
2018 Q3	$39K	Hold	2,275	–	–	0.01%	348
2018 Q2	$39K	Hold	2,275	–	–	0.02%	384
2018 Q1	$40K	Hold	2,275	–	–	0.02%	392
2017 Q4	$37K	Hold	2,275	–	–	0.02%	404
2017 Q3	$35K	Hold	2,275	–	–	0.02%	383
2017 Q2	$35K	Hold	2,275	–	–	0.02%	378
2017 Q1	$31K	Hold	2,275	–	–	0.02%	400
2016 Q4	$31K	Hold	2,275	–	–	0.02%	410
2016 Q3	$25K	Buy	2,275 +1,275	+128%	+$12.9K	0.02%	448
2016 Q2	$10K	Hold	1,000	–	–	0.01%	534
2016 Q1	$11K	Hold	1,000	–	–	0.01%	479
2015 Q4	$11K	Hold	1,000	–	–	0.01%	567
2015 Q3	$9K	Hold	1,000	–	–	0.01%	503
2015 Q2	$11K	Hold	1,000	–	–	0.01%	517
2015 Q1	$11K	Hold	1,000	–	–	0.01%	507
2014 Q4	$9K	Buy	+1,000	New	+$8.44K	0.01%	566