Clifford Capital Partners’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
1,232
+258
| +26% | +$97.4K | 0.09% | 34 |
|
|
2025
Q1 | $310K | Hold |
974
| – | – | 0.06% | 40 |
|
|
2024
Q4 | $383K | Sell |
974
-750
| -44% | -$295K | 0.08% | 37 |
|
|
2024
Q3 | $660K | Sell |
1,724
-168
| -9% | -$64.3K | 0.13% | 36 |
|
|
2024
Q2 | $667K | Buy |
1,892
+473
| +33% | +$167K | 0.15% | 34 |
|
|
2024
Q1 | $513K | Buy |
1,419
+284
| +25% | +$103K | 0.13% | 38 |
|
|
2023
Q4 | $474K | Sell |
1,135
-596
| -34% | -$249K | 0.12% | 45 |
|
|
2023
Q3 | $646K | Sell |
1,731
-1,297
| -43% | -$484K | 0.19% | 36 |
|
|
2023
Q2 | $1.01M | Sell |
3,028
-910
| -23% | -$303K | 0.29% | 36 |
|
|
2023
Q1 | $1.26M | Buy |
3,938
+1,454
| +59% | +$466K | 0.39% | 31 |
|
|
2022
Q4 | $586K | Sell |
2,484
-289
| -10% | -$68.2K | 0.18% | 31 |
|
|
2022
Q3 | $600K | Buy |
2,773
+49
| +2% | +$10.6K | 0.26% | 32 |
|
|
2022
Q2 | $533K | Buy |
+2,724
| New | +$533K | 0.21% | 33 |
|