Poinciana Advisors 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
Q1
Sell
-17,444
Closed -$284K 128
2024
Q4
$284K Buy
+17,444
New +$284K 0.29% 62