TWM
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Tradition Wealth Management’s Wendy's WEN Stock Holding History

Tradition Wealth Management’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-127
Closed -$3K – 1378
2023
Q3 		$3K Hold
127
– – ﹤0.01% 1342
2023
Q2 		$3K Hold
127
– – ﹤0.01% 1367
2023
Q1 		$3K Hold
127
– – ﹤0.01% 1273
2022
Q4 		$3K Buy
+127
New +$2.71K ﹤0.01% 1139
2022
Q3 		– Sell
-2,227
Closed -$42K – 1218
2022
Q2 		$42K Hold
2,227
– – 0.01% 493
2022
Q1 		$49K Hold
2,227
– – 0.01% 525
2021
Q4 		$53K Hold
2,227
– – 0.01% 515
2021
Q3 		$48K Hold
2,227
– – 0.01% 517
2021
Q2 		$52K Buy
+2,227
New +$51.1K 0.01% 516
2021
Q1 		– Sell
-127
Closed -$3K – 1053
2020
Q4 		$3K Buy
+127
New +$2.89K ﹤0.01% 914

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JP Morgan Chase
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Allspring Global Investments
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State Street
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Harris Associates
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return