Carson Wealth (CWM LLC)’s Winmark WINA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59K | Buy |
156
+122
| +359% | +$46.1K | ﹤0.01% | 3145 |
|
|
2025
Q1 | $11K | Sell |
34
-186
| -85% | -$60.2K | ﹤0.01% | 4074 |
|
|
2024
Q4 | $86K | Buy |
220
+7
| +3% | +$2.74K | ﹤0.01% | 2389 |
|
|
2024
Q3 | $82K | Buy |
213
+112
| +111% | +$43.1K | ﹤0.01% | 2332 |
|
|
2024
Q2 | $36K | Buy |
101
+67
| +197% | +$23.9K | ﹤0.01% | 2708 |
|
|
2024
Q1 | $12K | Buy |
+34
| New | +$12K | ﹤0.01% | 3248 |
|