CI
Cavalier Investments’s Winmark WINA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
1,717
-23
| -1% | -$8.69K | 0.2% | 59 |
|
|
2025
Q1 | $553K | Sell |
1,740
-2
| -0.1% | -$636 | 0.19% | 67 |
|
|
2024
Q4 | $685K | Buy |
1,742
+48
| +3% | +$18.9K | 0.23% | 56 |
|
|
2024
Q3 | $649K | Buy |
1,694
+69
| +4% | +$26.4K | 0.2% | 74 |
|
|
2024
Q2 | $573K | Buy |
1,625
+31
| +2% | +$10.9K | 0.18% | 72 |
|
|
2024
Q1 | $577K | Buy |
1,594
+56
| +4% | +$20.3K | 0.21% | 75 |
|
|
2023
Q4 | $642K | Buy |
1,538
+24
| +2% | +$10K | 0.24% | 74 |
|
|
2023
Q3 | $565K | Buy |
1,514
+35
| +2% | +$13.1K | 0.22% | 73 |
|
|
2023
Q2 | $492K | Buy |
+1,479
| New | +$492K | 0.18% | 89 |
|