Acorn Financial Advisory Services’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,365
| Closed | -$312K | – | 220 |
|
|
2024
Q3 | $312K | Buy |
5,365
+15
| +0.3% | +$872 | 0.06% | 158 |
|
|
2024
Q2 | $290K | Buy |
5,350
+44
| +0.8% | +$2.39K | 0.05% | 161 |
|
|
2024
Q1 | $393K | Sell |
5,306
-546
| -9% | -$40.4K | 0.07% | 129 |
|
|
2023
Q4 | $427K | Sell |
5,852
-15
| -0.3% | -$1.09K | 0.07% | 158 |
|
|
2023
Q3 | $349K | Sell |
5,867
-488
| -8% | -$29K | 0.06% | 176 |
|
|
2023
Q2 | $424K | Buy |
6,355
+69
| +1% | +$4.6K | 0.08% | 156 |
|
|
2023
Q1 | $363K | Sell |
6,286
-30
| -0.5% | -$1.73K | 0.07% | 158 |
|
|
2022
Q4 | $333K | Sell |
6,316
-412
| -6% | -$21.7K | 0.07% | 164 |
|
|
2022
Q3 | $358K | Sell |
6,728
-727
| -10% | -$38.7K | 0.09% | 152 |
|
|
2022
Q2 | $362K | Buy |
7,455
+50
| +0.7% | +$2.43K | 0.09% | 146 |
|
|
2022
Q1 | $400K | Sell |
7,405
-97
| -1% | -$5.24K | 0.08% | 157 |
|
|
2021
Q4 | $562K | Sell |
7,502
-291
| -4% | -$21.8K | 0.11% | 126 |
|
|
2021
Q3 | $565K | Sell |
7,793
-39
| -0.5% | -$2.83K | 0.17% | 120 |
|
|
2021
Q2 | $532K | Buy |
7,832
+25
| +0.3% | +$1.7K | 0.16% | 141 |
|
|
2021
Q1 | $599K | Buy |
7,807
+386
| +5% | +$29.6K | 0.22% | 108 |
|
|
2020
Q4 | $445K | Sell |
7,421
-190
| -2% | -$11.4K | 0.17% | 134 |
|
|
2020
Q3 | $393K | Buy |
7,611
+32
| +0.4% | +$1.65K | 0.21% | 127 |
|
|
2020
Q2 | $505K | Sell |
7,579
-2,706
| -26% | -$180K | 0.35% | 103 |
|
|
2020
Q1 | $286K | Sell |
10,285
-455
| -4% | -$12.7K | 0.28% | 121 |
|
|
2019
Q4 | $569K | Buy |
+10,740
| New | +$569K | 0.48% | 71 |
|