Safe Harbor Fiduciary’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
$91 Hold
8
﹤0.01% 226
2025
Q1
$117 Hold
8
﹤0.01% 220
2024
Q4
$130 Hold
8
﹤0.01% 186
2024
Q3
$140 Buy
+8
New +$140 ﹤0.01% 201