PGAM
Princeton Global Asset Management’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26K | Hold |
285
| – | – | ﹤0.01% | 649 |
|
|
2025
Q1 | $4.17K | Hold |
285
| – | – | ﹤0.01% | 510 |
|
|
2024
Q4 | $4.65K | Hold |
285
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $4.99K | Hold |
285
| – | – | ﹤0.01% | 547 |
|
|
2024
Q2 | $4.83K | Hold |
285
| – | – | ﹤0.01% | 533 |
|
|
2024
Q1 | $5.37K | Sell |
285
-315
| -53% | -$5.93K | ﹤0.01% | 485 |
|
|
2023
Q4 | $11.7K | Sell |
600
-200
| -25% | -$3.9K | ﹤0.01% | 423 |
|
|
2023
Q3 | $16.3K | Hold |
800
| – | – | ﹤0.01% | 353 |
|
|
2023
Q2 | $17.4K | Hold |
800
| – | – | 0.01% | 355 |
|
|
2023
Q1 | $17.4K | Sell |
800
-154
| -16% | -$3.35K | 0.01% | 358 |
|
|
2022
Q4 | $22K | Hold |
954
| – | – | 0.01% | 324 |
|
|
2022
Q3 | $18K | Hold |
954
| – | – | 0.01% | 335 |
|
|
2022
Q2 | $18K | Hold |
954
| – | – | 0.01% | 344 |
|
|
2022
Q1 | $21K | Hold |
954
| – | – | 0.01% | 363 |
|
|
2021
Q4 | $23K | Buy |
954
+454
| +91% | +$10.9K | 0.01% | 326 |
|
|
2021
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 396 |
|