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Baldwin Wealth Partners’s Winmark WINA Stock Holding History

Baldwin Wealth Partners’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39
Closed -$14.9K – 1034
2024
Q3 		$14.9K Buy
+39
New +$14.5K ﹤0.01% 735

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PC
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Mawer Investment Management
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Baldwin Wealth Partners's WINA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Winmark (WINA) in Q4 2024, closing a stake of 39 shares — an estimated $14.9K sold.

Baldwin Wealth Partners first reported a position in WINA in Q3 2024 and held it in 1 quarter. The position peaked at $14.9K in Q3 2024. 185 funds tracked by Wall St. Rank hold WINA as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Winmark position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 39 Winmark shares in Q4 2024, an estimated $14.9K.
  • Baldwin Wealth Partners first reported a position in Winmark in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Winmark position peaked at $14.9K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Winmark as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.