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Waverly Advisors’s Wendy's WEN Stock Holding History

Waverly Advisors’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$170K Buy
14,880
+2,333
+19% +$26.6K ﹤0.01% 1140
2025
Q1 		$184K Buy
+12,547
New +$184K ﹤0.01% 1058