Carson Wealth (CWM LLC)’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 | $1.12M | Buy |
38,590
+7,363
| +24% | +$214K | ﹤0.01% | 1193 |
|
|
2025
Q1 | $1.08M | Buy |
31,227
+1,566
| +5% | +$54K | ﹤0.01% | 1084 |
|
|
2024
Q4 | $1.42M | Sell |
29,661
-129
| -0.4% | -$6.16K | 0.01% | 921 |
|
|
2024
Q3 | $1.73M | Buy |
29,790
+70
| +0.2% | +$4.07K | 0.01% | 764 |
|
|
2024
Q2 | $1.61M | Sell |
29,720
-93
| -0.3% | -$5.04K | 0.01% | 706 |
|
|
2024
Q1 | $2.21M | Buy |
29,813
+8,142
| +38% | +$602K | 0.01% | 597 |
|
|
2023
Q4 | $1.58M | Sell |
21,671
-13,507
| -38% | -$984K | 0.01% | 635 |
|
|
2023
Q3 | $2.09M | Hold |
35,178
| – | – | 0.01% | 535 |
|
|
2023
Q2 | $2.35M | Sell |
35,178
-21,400
| -38% | -$1.43M | 0.01% | 485 |
|
|
2023
Q1 | $3.27M | Buy |
56,578
+40,081
| +243% | +$2.31M | 0.02% | 401 |
|
|
2022
Q4 | $869K | Buy |
16,497
+11,231
| +213% | +$592K | 0.01% | 655 |
|
|
2022
Q3 | $280K | Buy |
5,266
+151
| +3% | +$8.03K | ﹤0.01% | 926 |
|
|
2022
Q2 | $248K | Sell |
5,115
-3,070
| -38% | -$149K | ﹤0.01% | 958 |
|
|
2022
Q1 | $442K | Buy |
8,185
+5,224
| +176% | +$282K | ﹤0.01% | 763 |
|
|
2021
Q4 | $222K | Buy |
+2,961
| New | +$222K | ﹤0.01% | 981 |
|
|
2021
Q2 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 854 |
|
|
2021
Q1 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 854 |
|
|
2020
Q4 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 854 |
|
|
2020
Q3 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 854 |
|
|
2020
Q1 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 854 |
|
|
2019
Q4 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 854 |
|
|
2019
Q3 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 854 |
|
|
2019
Q2 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 854 |
|
|
2019
Q1 | $229K | Buy |
3,375
+3,171
| +1,554% | +$215K | ﹤0.01% | 854 |
|
|
2018
Q4 | $5K | Buy |
+204
| New | +$5K | ﹤0.01% | 1546 |
|