PCG
Prosperity Consulting Group’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,856
| Closed | -$247K | – | 482 |
|
|
2025
Q1 | $247K | Sell |
16,856
-218
| -1% | -$3.19K | 0.02% | 399 |
|
|
2024
Q4 | $278K | Sell |
17,074
-17,034
| -50% | -$278K | 0.02% | 394 |
|
|
2024
Q3 | $598K | Buy |
34,108
+7,709
| +29% | +$135K | 0.05% | 289 |
|
|
2024
Q2 | $448K | Buy |
26,399
+6,273
| +31% | +$106K | 0.06% | 201 |
|
|
2024
Q1 | $379K | Buy |
+20,126
| New | +$379K | 0.05% | 247 |
|