Allworth Financial’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78K | Buy |
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|
2025
Q1 | $1.81K | Hold |
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|
2024
Q4 | $1.92K | Sell |
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|
2024
Q3 | $2.68K | Hold |
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|
2024
Q2 | $2.73K | Hold |
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|
2024
Q1 | $2.53K | Hold |
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|
2023
Q4 | $2.92K | Hold |
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|
2023
Q3 | $2.61K | Hold |
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|
2023
Q2 | $2.33K | Hold |
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|
2023
Q1 | $2.24K | Buy |
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|
2022
Q4 | $1.18K | Sell |
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|
2022
Q3 | $1K | Buy |
|