Corient Private Wealth’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 | $314K | Buy |
+10,834
| New | +$314K | ﹤0.01% | 2048 |
|
|
2025
Q1 | – | Sell |
-6,423
| Closed | -$307K | – | 2446 |
|
|
2024
Q4 | $307K | Sell |
6,423
-12
| -0.2% | -$573 | ﹤0.01% | 1877 |
|
|
2024
Q3 | $374K | Sell |
6,435
-159
| -2% | -$9.24K | ﹤0.01% | 1877 |
|
|
2024
Q2 | $357K | Sell |
6,594
-25
| -0.4% | -$1.36K | ﹤0.01% | 1807 |
|
|
2024
Q1 | $490K | Sell |
6,619
-14
| -0.2% | -$1.04K | ﹤0.01% | 1630 |
|
|
2023
Q4 | $483K | Sell |
6,633
-70
| -1% | -$5.1K | ﹤0.01% | 1620 |
|
|
2023
Q3 | $398K | Buy |
6,703
+70
| +1% | +$4.16K | ﹤0.01% | 1605 |
|
|
2023
Q2 | $442K | Sell |
6,633
-3
| -0% | -$200 | ﹤0.01% | 1506 |
|
|
2023
Q1 | $383K | Buy |
6,636
+1,633
| +33% | +$94.2K | ﹤0.01% | 1479 |
|
|
2022
Q4 | $264K | Buy |
+5,003
| New | +$264K | ﹤0.01% | 1379 |
|