Ameriprise’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Buy |
2,154
+173
| +9% | +$65.3K | ﹤0.01% | 3322 |
|
|
2025
Q1 | $630K | Buy |
+1,981
| New | +$630K | ﹤0.01% | 3371 |
|
|
2024
Q1 | – | Sell |
-3,502
| Closed | -$1.46M | – | 3962 |
|
|
2023
Q4 | $1.46M | Buy |
+3,502
| New | +$1.46M | ﹤0.01% | 3024 |
|
|
2020
Q2 | – | Sell |
-1,775
| Closed | -$225K | – | 3741 |
|
|
2020
Q1 | $225K | Buy |
+1,775
| New | +$225K | ﹤0.01% | 3407 |
|
|
2014
Q4 | – | Sell |
-136
| Closed | -$10K | – | 4437 |
|
|
2014
Q3 | $10K | Buy |
136
+10
| +8% | +$735 | ﹤0.01% | 4810 |
|
|
2014
Q2 | $9K | Sell |
126
-149
| -54% | -$10.6K | ﹤0.01% | 4716 |
|
|
2014
Q1 | $22K | Buy |
275
+155
| +129% | +$12.4K | ﹤0.01% | 4159 |
|
|
2013
Q4 | $11K | Sell |
120
-120
| -50% | -$11K | ﹤0.01% | 4336 |
|
|
2013
Q3 | $17K | Hold |
240
| – | – | ﹤0.01% | 4537 |
|
|
2013
Q2 | $15K | Buy |
+240
| New | +$15K | ﹤0.01% | 4490 |
|