Cornerstone Planning Group’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$28K Buy
2025
Q2
Sell
2025
Q1
$506 Buy
2024
Q4
$568 Sell
2024
Q3
$3.76K Sell
2024
Q2
$7.04K Buy
2024
Q1
$8.28K Buy
2023
Q4
$7.97K Buy
2023
Q3
$8.25K Hold
2023
Q2
$8.79K Buy
2022
Q4
$12.9K Buy