Simon Quick Advisors’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
Sell
-21,662
Closed -$317K 831
2025
Q1
$317K Buy
+21,662
New +$317K 0.02% 427
2020
Q1
Sell
-295
Closed -$7K 717
2019
Q4
$7K Buy
+295
New +$7K ﹤0.01% 452