Congress Asset Management’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
15,734
-34
| -0.2% | -$12.8K | 0.04% | 219 |
|
|
2025
Q1 | $5.01M | Sell |
15,768
-55
| -0.3% | -$17.5K | 0.04% | 224 |
|
|
2024
Q4 | $6.22M | Buy |
15,823
+6,690
| +73% | +$2.63M | 0.04% | 222 |
|
|
2024
Q3 | $3.5M | Sell |
9,133
-124
| -1% | -$47.5K | 0.02% | 250 |
|
|
2024
Q2 | $3.26M | Buy |
9,257
+3,493
| +61% | +$1.23M | 0.02% | 254 |
|
|
2024
Q1 | $2.08M | Buy |
+5,764
| New | +$2.08M | 0.01% | 276 |
|