Allworth Financial’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78K | Buy |
10
+5
| +100% | +$1.89K | ﹤0.01% | 3412 |
|
|
2025
Q1 | $1.81K | Hold |
5
| – | – | ﹤0.01% | 3239 |
|
|
2024
Q4 | $1.92K | Sell |
5
-2
| -29% | -$768 | ﹤0.01% | 3170 |
|
|
2024
Q3 | $2.68K | Hold |
7
| – | – | ﹤0.01% | 2837 |
|
|
2024
Q2 | $2.73K | Hold |
7
| – | – | ﹤0.01% | 2783 |
|
|
2024
Q1 | $2.53K | Hold |
7
| – | – | ﹤0.01% | 2724 |
|
|
2023
Q4 | $2.92K | Hold |
7
| – | – | ﹤0.01% | 2507 |
|
|
2023
Q3 | $2.61K | Hold |
7
| – | – | ﹤0.01% | 2411 |
|
|
2023
Q2 | $2.33K | Hold |
7
| – | – | ﹤0.01% | 2421 |
|
|
2023
Q1 | $2.24K | Buy |
7
+2
| +40% | +$641 | ﹤0.01% | 2362 |
|
|
2022
Q4 | $1.18K | Sell |
5
-1
| -17% | -$236 | ﹤0.01% | 2417 |
|
|
2022
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2541 |
|