Copeland Capital Management’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $62.8K | Buy |
2,166
+304
| +16% | +$8.82K | ﹤0.01% | 187 |
|
2025
Q1 | $64.2K | Buy |
+1,862
| New | +$64.2K | ﹤0.01% | 163 |
|
2020
Q1 | – | Sell |
-389
| Closed | -$21K | – | 309 |
|
2019
Q4 | $21K | Sell |
389
-122
| -24% | -$6.59K | ﹤0.01% | 167 |
|
2019
Q3 | $20K | Buy |
511
+12
| +2% | +$470 | ﹤0.01% | 165 |
|
2019
Q2 | $19K | Hold |
499
| – | – | ﹤0.01% | 170 |
|
2019
Q1 | $16K | Buy |
+499
| New | +$16K | ﹤0.01% | 175 |
|