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Annis Gardner Whiting Capital Advisors’s Winnebago Industries WGO Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.78K Hold
122
– – ﹤0.01% 984
2025
Q4 		$4.94K Sell
122
-18
-13% -$656 ﹤0.01% 876
2025
Q3 		$4.68K Hold
140
– – ﹤0.01% 796
2025
Q2 		$4.06K Buy
140
+18
+15% +$590 ﹤0.01% 883
2025
Q1 		$4.21K Hold
122
– – ﹤0.01% 638
2024
Q4 		$5.83K Hold
122
– – ﹤0.01% 594
2024
Q3 		$7.09K Hold
122
– – ﹤0.01% 596
2024
Q2 		$6.61K Hold
122
– – ﹤0.01% 742
2024
Q1 		$9.03K Hold
122
– – ﹤0.01% 682
2023
Q4 		$8.89K Hold
122
– – ﹤0.01% 490
2023
Q3 		$7.25K Buy
+122
New +$7.91K ﹤0.01% 494

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MRCP
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Charles Schwab
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return