Commonwealth Equity Services’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.48M | Sell |
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|
2025
Q2 | $3.01M | Sell |
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|
2025
Q1 | $4.61M | Sell |
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|
2024
Q4 | $5.7M | Buy |
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|
2024
Q3 | $5.45M | Buy |
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|
2024
Q2 | $5M | Buy |
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|
2024
Q1 | $5.12M | Buy |
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|
2023
Q4 | $5.89M | Buy |
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|
2023
Q3 | $4.96M | Buy |
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|
2023
Q2 | $4.41M | Buy |
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|
2023
Q1 | $4.24K | Buy |
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | $2.83M | Hold |
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|
2022
Q2 | $2.56M | Hold |
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|
2022
Q1 | $2.88M | Hold |
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|
2021
Q4 | $3.25M | Sell |
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|
2021
Q3 | $3.25M | Sell |
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|
2021
Q2 | $3.06M | Buy |
|