Wendy's/arby's Group shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Wendy's/arby's Group
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Quarterly reported holdings in Wendy's/arby's Group by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $268k | 15k | 17.52 |
| 2024-06-30 | $260k | 15k | 16.96 |
| 2024-03-31 | $288k | 15k | 18.84 |
| 2023-12-31 | $298k | 15k | 19.48 |
| 2023-09-30 | $312k | 15k | 20.41 |
| 2023-06-30 | $327k | 15k | 21.38 |
| 2023-03-31 | $333k | 15k | 21.78 |
| 2022-12-31 | $346k | 15k | 22.63 |
| 2022-09-30 | $286k | 15k | 18.69 |