CBIZ Investment Advisory Services’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Buy |
49
+10
| +26% | +$3.8K | ﹤0.01% | 273 |
|
|
2025
Q1 | $12.5K | Hold |
39
| – | – | ﹤0.01% | 291 |
|
|
2024
Q4 | $15.4K | Buy |
39
+11
| +39% | +$4.35K | ﹤0.01% | 246 |
|
|
2024
Q3 | $10.7K | Buy |
28
+2
| +8% | +$768 | ﹤0.01% | 260 |
|
|
2024
Q2 | $9.18K | Buy |
26
+6
| +30% | +$2.12K | ﹤0.01% | 258 |
|
|
2024
Q1 | $7.23K | Buy |
+20
| New | +$7.23K | ﹤0.01% | 271 |
|