Sendero Wealth Management’s Wendy's WEN Stock Holding History

Sendero Wealth Management’s Portfolio WEN Stock Details WEN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$127K	Sell
2025 Q2	$160K	Buy
2025 Q1	$176K	Buy
2023 Q4	–	Sell
2023 Q3	$1.94M	Buy
2023 Q2	$1.91M	Buy
2023 Q1	$1.65M	Sell
2022 Q4	$1.82M	Buy
2022 Q3	$996K	Buy