Carson Wealth (CWM LLC)’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Buy |
33,354
+4,107
| +14% | +$171K | ﹤0.01% | 1521 |
|
|
2025
Q4 | $1.19M | Sell |
29,247
-5,703
| -16% | -$208K | ﹤0.01% | 1397 |
|
|
2025
Q3 | $1.17M | Sell |
34,950
-3,640
| -9% | -$120K | ﹤0.01% | 1322 |
|
|
2025
Q2 | $1.12M | Buy |
38,590
+7,363
| +24% | +$241K | ﹤0.01% | 1194 |
|
|
2025
Q1 | $1.08M | Buy |
31,227
+1,566
| +5% | +$66.4K | ﹤0.01% | 1085 |
|
|
2024
Q4 | $1.42M | Sell |
29,661
-129
| -0.4% | -$7.31K | 0.01% | 922 |
|
|
2024
Q3 | $1.73M | Buy |
29,790
+70
| +0.2% | +$4.01K | 0.01% | 765 |
|
|
2024
Q2 | $1.61M | Sell |
29,720
-93
| -0.3% | -$5.73K | 0.01% | 707 |
|
|
2024
Q1 | $2.21M | Buy |
29,813
+8,142
| +38% | +$553K | 0.01% | 598 |
|
|
2023
Q4 | $1.58M | Sell |
21,671
-13,507
| -38% | -$867K | 0.01% | 636 |
|
|
2023
Q3 | $2.09M | Hold |
35,178
| – | – | 0.01% | 536 |
|
|
2023
Q2 | $2.35M | Sell |
35,178
-21,400
| -38% | -$1.28M | 0.01% | 486 |
|
|
2023
Q1 | $3.27M | Buy |
56,578
+40,081
| +243% | +$2.45M | 0.02% | 402 |
|
|
2022
Q4 | $869K | Buy |
16,497
+11,231
| +213% | +$639K | 0.01% | 657 |
|
|
2022
Q3 | $280K | Buy |
5,266
+151
| +3% | +$8.76K | ﹤0.01% | 928 |
|
|
2022
Q2 | $248K | Sell |
5,115
-3,070
| -38% | -$159K | ﹤0.01% | 960 |
|
|
2022
Q1 | $442K | Buy |
8,185
+5,224
| +176% | +$338K | ﹤0.01% | 765 |
|
|
2021
Q4 | $222K | Buy |
+2,961
| New | +$213K | ﹤0.01% | 983 |
|
|
2021
Q2 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 856 |
|
|
2021
Q1 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 856 |
|
|
2020
Q4 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 856 |
|
|
2020
Q3 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 856 |
|
|
2020
Q2 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 856 |
|
|
2020
Q1 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 856 |
|
|
2019
Q4 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 856 |
|
|
2019
Q3 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 856 |
|
|
2019
Q2 | $229K | Hold |
3,375
| – | – | ﹤0.01% | 856 |
|
|
2019
Q1 | $229K | Buy |
3,375
+3,171
| +1,554% | +$95.2K | ﹤0.01% | 856 |
|
|
2018
Q4 | $5K | Buy |
+204
| New | +$5.41K | ﹤0.01% | 1552 |
|
Other funds holding WGO
CB
VCM
MRCP
