Bell Investment Advisors’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435 | Buy |
+15
| New | +$435 | ﹤0.01% | 1789 |
|
|
2024
Q4 | – | Sell |
-32
| Closed | -$1.86K | – | 1956 |
|
|
2024
Q3 | $1.86K | Sell |
32
-34
| -52% | -$1.98K | ﹤0.01% | 1381 |
|
|
2024
Q2 | $3.58K | Hold |
66
| – | – | ﹤0.01% | 1092 |
|
|
2024
Q1 | $4.88K | Hold |
66
| – | – | ﹤0.01% | 934 |
|
|
2023
Q4 | $4.81K | Buy |
66
+20
| +43% | +$1.46K | ﹤0.01% | 906 |
|
|
2023
Q3 | $2.74K | Buy |
+46
| New | +$2.74K | ﹤0.01% | 1135 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$981 | – | 1997 |
|
|
2023
Q1 | $981 | Buy |
17
+8
| +89% | +$462 | ﹤0.01% | 1581 |
|
|
2022
Q4 | $474 | Sell |
9
-1
| -10% | -$53 | ﹤0.01% | 1870 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1629 |
|