Avantax Advisory Services’s Winmark WINA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
+678
New +$256K ﹤0.01% 2034
2025
Q1
Sell
-641
Closed -$252K 2333
2024
Q4
$252K Buy
641
+41
+7% +$16.1K ﹤0.01% 1907
2024
Q3
$230K Sell
600
-13
-2% -$4.98K ﹤0.01% 1931
2024
Q2
$216K Buy
+613
New +$216K ﹤0.01% 1907