Summit Securities Group’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	-400	Closed	-$5.85K	–	1304
2025 Q1	$5.85K	Buy	+400	New	+$5.85K	﹤0.01%	467
2023 Q1	–	Sell	-1	Closed	–	–	1116
2022 Q4	$0	Buy	+1	New	–	﹤0.01%	1148