Creative Planning’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 | $913K | Sell |
31,485
-7,731
| -20% | -$224K | ﹤0.01% | 1942 |
|
|
2025
Q1 | $1.35M | Buy |
39,216
+29,537
| +305% | +$1.02M | ﹤0.01% | 1474 |
|
|
2024
Q4 | $462K | Sell |
9,679
-201
| -2% | -$9.6K | ﹤0.01% | 2294 |
|
|
2024
Q3 | $574K | Buy |
9,880
+1,760
| +22% | +$102K | ﹤0.01% | 1975 |
|
|
2024
Q2 | $440K | Buy |
8,120
+31
| +0.4% | +$1.68K | ﹤0.01% | 2035 |
|
|
2024
Q1 | $599K | Buy |
8,089
+274
| +4% | +$20.3K | ﹤0.01% | 1711 |
|
|
2023
Q4 | $570K | Buy |
7,815
+384
| +5% | +$28K | ﹤0.01% | 1620 |
|
|
2023
Q3 | $442K | Sell |
7,431
-12
| -0.2% | -$713 | ﹤0.01% | 1640 |
|
|
2023
Q2 | $496K | Sell |
7,443
-482
| -6% | -$32.1K | ﹤0.01% | 1548 |
|
|
2023
Q1 | $457K | Buy |
7,925
+145
| +2% | +$8.37K | ﹤0.01% | 1517 |
|
|
2022
Q4 | $410K | Buy |
7,780
+728
| +10% | +$38.4K | ﹤0.01% | 1524 |
|
|
2022
Q3 | $375K | Sell |
7,052
-38
| -0.5% | -$2.02K | ﹤0.01% | 1506 |
|
|
2022
Q2 | $344K | Sell |
7,090
-1,370
| -16% | -$66.5K | ﹤0.01% | 1519 |
|
|
2022
Q1 | $458K | Buy |
8,460
+1,725
| +26% | +$93.4K | ﹤0.01% | 1368 |
|
|
2021
Q4 | $505K | Buy |
6,735
+234
| +4% | +$17.5K | ﹤0.01% | 1296 |
|
|
2021
Q3 | $471K | Buy |
6,501
+2
| +0% | +$145 | ﹤0.01% | 1341 |
|
|
2021
Q2 | $442K | Buy |
6,499
+1,040
| +19% | +$70.7K | ﹤0.01% | 1350 |
|
|
2021
Q1 | $419K | Buy |
5,459
+744
| +16% | +$57.1K | ﹤0.01% | 1536 |
|
|
2020
Q4 | $283K | Buy |
4,715
+434
| +10% | +$26K | ﹤0.01% | 1640 |
|
|
2020
Q3 | $221K | Buy |
4,281
+10
| +0.2% | +$516 | ﹤0.01% | 1595 |
|
|
2020
Q2 | $285K | Buy |
+4,271
| New | +$285K | ﹤0.01% | 1326 |
|
|
2018
Q4 | – | Sell |
-15,197
| Closed | -$504K | – | 1936 |
|
|
2018
Q3 | $504K | Sell |
15,197
-21,656
| -59% | -$718K | ﹤0.01% | 1063 |
|
|
2018
Q2 | $1.5M | Buy |
+36,853
| New | +$1.5M | 0.01% | 548 |
|
|
2017
Q3 | – | Sell |
-1,147
| Closed | -$40K | – | 3596 |
|
|
2017
Q2 | $40K | Hold |
1,147
| – | – | ﹤0.01% | 2669 |
|
|
2017
Q1 | $34K | Sell |
1,147
-300
| -21% | -$8.89K | ﹤0.01% | 2729 |
|
|
2016
Q4 | $46K | Buy |
1,447
+307
| +27% | +$9.76K | ﹤0.01% | 2443 |
|
|
2016
Q3 | $27K | Hold |
1,140
| – | – | ﹤0.01% | 2813 |
|
|
2016
Q2 | $26K | Buy |
+1,140
| New | +$26K | ﹤0.01% | 2582 |
|
|
2015
Q4 | – | Sell |
-783
| Closed | -$15K | – | 4434 |
|
|
2015
Q3 | $15K | Buy |
+783
| New | +$15K | ﹤0.01% | 2934 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$6K | – | 2877 |
|
|
2015
Q1 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 3416 |
|
|
2014
Q3 | – | Sell |
-532
| Closed | -$13K | – | 4010 |
|
|
2014
Q2 | $13K | Buy |
532
+232
| +77% | +$5.67K | ﹤0.01% | 2701 |
|
|
2014
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 2821 |
|
|
2013
Q3 | – | Sell |
-283
| Closed | -$6K | – | 3372 |
|
|
2013
Q2 | $6K | Buy |
+283
| New | +$6K | ﹤0.01% | 2491 |
|