True Wealth Design’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
$46.8K Buy
4,094
+830
+25% +$9.48K 0.02% 212
2025
Q1
$47.8K Buy
3,264
+1,582
+94% +$23.1K 0.02% 191
2024
Q4
$27.4K Sell
1,682
-4,109
-71% -$67K 0.01% 277
2024
Q3
$101K Buy
+5,791
New +$101K 0.04% 59