PDS Planning’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 | $118K | Buy |
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|
2025
Q2 | $147K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $181K | Buy |
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|
2023
Q2 | $183K | Hold |
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|
2023
Q1 | $183K | Hold |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $170K | Hold |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | $187K | Hold |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $309K | Buy |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q2 | $208K | Sell |
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|
2020
Q1 | $147K | Buy |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $197K | Hold |
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|
2019
Q2 | $193K | Hold |
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|
2019
Q1 | $176K | Buy |
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|
2018
Q4 | $152K | Sell |
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|
2018
Q3 | $183K | Buy |
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|
2018
Q2 | $159K | Hold |
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|
2018
Q1 | $163K | Buy |
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