PDS Planning’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 | $147K | Buy |
+12,849
| New | +$147K | 0.01% | 498 |
|
|
2023
Q4 | – | Sell |
-8,889
| Closed | -$181K | – | 381 |
|
|
2023
Q3 | $181K | Buy |
8,889
+470
| +6% | +$9.59K | 0.02% | 311 |
|
|
2023
Q2 | $183K | Hold |
8,419
| – | – | 0.02% | 310 |
|
|
2023
Q1 | $183K | Hold |
8,419
| – | – | 0.03% | 275 |
|
|
2022
Q4 | $191K | Sell |
8,419
-701
| -8% | -$15.9K | 0.03% | 206 |
|
|
2022
Q3 | $170K | Hold |
9,120
| – | – | 0.03% | 184 |
|
|
2022
Q2 | $172K | Buy |
9,120
+402
| +5% | +$7.58K | 0.03% | 195 |
|
|
2022
Q1 | $192K | Hold |
8,718
| – | – | 0.03% | 214 |
|
|
2021
Q4 | $208K | Buy |
8,718
+91
| +1% | +$2.17K | 0.04% | 189 |
|
|
2021
Q3 | $187K | Hold |
8,627
| – | – | 0.04% | 193 |
|
|
2021
Q2 | $202K | Sell |
8,627
-3,793
| -31% | -$88.8K | 0.05% | 179 |
|
|
2021
Q1 | $252K | Sell |
12,420
-1,679
| -12% | -$34.1K | 0.07% | 128 |
|
|
2020
Q4 | $309K | Buy |
14,099
+4,250
| +43% | +$93.1K | 0.11% | 105 |
|
|
2020
Q3 | $220K | Buy |
9,849
+276
| +3% | +$6.17K | 0.09% | 120 |
|
|
2020
Q2 | $208K | Sell |
9,573
-324
| -3% | -$7.04K | 0.09% | 116 |
|
|
2020
Q1 | $147K | Buy |
9,897
+34
| +0.3% | +$505 | 0.09% | 96 |
|
|
2019
Q4 | $219K | Hold |
9,863
| – | – | 0.14% | 89 |
|
|
2019
Q3 | $197K | Hold |
9,863
| – | – | 0.14% | 90 |
|
|
2019
Q2 | $193K | Hold |
9,863
| – | – | 0.14% | 84 |
|
|
2019
Q1 | $176K | Buy |
9,863
+138
| +1% | +$2.46K | 0.14% | 81 |
|
|
2018
Q4 | $152K | Sell |
9,725
-971
| -9% | -$15.2K | 0.13% | 76 |
|
|
2018
Q3 | $183K | Buy |
10,696
+1,417
| +15% | +$24.2K | 0.16% | 74 |
|
|
2018
Q2 | $159K | Hold |
9,279
| – | – | 0.16% | 70 |
|
|
2018
Q1 | $163K | Buy |
+9,279
| New | +$163K | 0.16% | 67 |
|