Creative Planning’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 | $2.6M | Buy |
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|
2025
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $949K | Buy |
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|
2022
Q4 | $696K | Hold |
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|
2022
Q3 | $638K | Hold |
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|
2022
Q2 | $577K | Buy |
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|
2022
Q1 | $550K | Hold |
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|
2021
Q4 | $621K | Hold |
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|
2021
Q3 | $538K | Hold |
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|
2021
Q2 | $480K | Hold |
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|
2021
Q1 | $466K | Hold |
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|
2020
Q4 | $465K | Hold |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $429K | Hold |
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|
2020
Q1 | $320K | Hold |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $795K | Sell |
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|
2019
Q2 | $782K | Buy |
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