Total Wealth Planning & Management’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	-16,100	Closed	-$236K	–	210
2025 Q1	$236K	Hold	16,100	–	–	0.22%	137
2024 Q4	$262K	Buy	+16,100	New	+$262K	0.24%	131