SageView Advisory Group’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
$8.9K Buy
2024
Q1
Sell
2023
Q4
$333K Buy
2023
Q3
$348K Sell
2023
Q2
$406K Buy
2023
Q1
$376K Buy