Cornerstone Planning Group’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 | – | Sell |
-40
| Closed | -$506 | – | 1699 |
|
|
2025
Q1 | $506 | Buy |
40
+1
| +3% | +$13 | ﹤0.01% | 1305 |
|
|
2024
Q4 | $568 | Sell |
39
-146
| -79% | -$2.13K | ﹤0.01% | 1101 |
|
|
2024
Q3 | $3.76K | Sell |
185
-237
| -56% | -$4.81K | ﹤0.01% | 637 |
|
|
2024
Q2 | $7.04K | Buy |
422
+7
| +2% | +$117 | ﹤0.01% | 507 |
|
|
2024
Q1 | $8.28K | Buy |
415
+6
| +1% | +$120 | ﹤0.01% | 441 |
|
|
2023
Q4 | $7.98K | Buy |
409
+5
| +1% | +$97 | ﹤0.01% | 469 |
|
|
2023
Q3 | $8.25K | Hold |
404
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $8.8K | Buy |
+404
| New | +$8.8K | ﹤0.01% | 714 |
|
|
2022
Q4 | $12.9K | Buy |
+582
| New | +$12.9K | 0.01% | 566 |
|