MGO One Seven’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 | $142K | Sell |
12,463
-8,577
| -41% | -$98K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $308K | Buy |
21,040
+2,807
| +15% | +$41.1K | 0.01% | 806 |
|
|
2024
Q4 | $297K | Sell |
18,233
-146
| -0.8% | -$2.38K | 0.01% | 845 |
|
|
2024
Q3 | $322K | Buy |
18,379
+692
| +4% | +$12.1K | 0.01% | 738 |
|
|
2024
Q2 | $300K | Buy |
17,687
+159
| +0.9% | +$2.7K | 0.01% | 766 |
|
|
2024
Q1 | $330K | Sell |
17,528
-252
| -1% | -$4.75K | 0.02% | 688 |
|
|
2023
Q4 | $346K | Buy |
17,780
+660
| +4% | +$12.9K | 0.02% | 657 |
|
|
2023
Q3 | $349K | Sell |
17,120
-4,207
| -20% | -$85.9K | 0.03% | 558 |
|
|
2023
Q2 | $464K | Buy |
21,327
+57
| +0.3% | +$1.24K | 0.04% | 434 |
|
|
2023
Q1 | $463K | Buy |
21,270
+71
| +0.3% | +$1.55K | 0.03% | 500 |
|
|
2022
Q4 | $480K | Buy |
21,199
+110
| +0.5% | +$2.49K | 0.05% | 403 |
|
|
2022
Q3 | $394 | Buy |
21,089
+255
| +1% | +$5 | 0.02% | 452 |
|
|
2022
Q2 | $393K | Buy |
20,834
+9,899
| +91% | +$187K | 0.05% | 393 |
|
|
2022
Q1 | $240K | Buy |
10,935
+1,000
| +10% | +$21.9K | 0.03% | 572 |
|
|
2021
Q4 | $237K | Buy |
+9,935
| New | +$237K | 0.02% | 568 |
|
|
2019
Q1 | – | Sell |
-762
| Closed | -$11K | – | 1630 |
|
|
2018
Q4 | $11K | Buy |
+762
| New | +$11K | ﹤0.01% | 1125 |
|
|
2018
Q1 | $7K | Hold |
396
| – | – | ﹤0.01% | 1226 |
|
|
2017
Q4 | $7K | Buy |
+396
| New | +$7K | ﹤0.01% | 1201 |
|