Envestnet Asset Management’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,491
| Closed | -$261K | – | 4413 |
|
2024
Q3 | $261K | Buy |
4,491
+575
| +15% | +$33.4K | ﹤0.01% | 3898 |
|
2024
Q2 | $212K | Sell |
3,916
-677
| -15% | -$36.7K | ﹤0.01% | 3901 |
|
2024
Q1 | $340K | Buy |
+4,593
| New | +$340K | ﹤0.01% | 3656 |
|
2023
Q4 | – | Sell |
-3,732
| Closed | -$222K | – | 4180 |
|
2023
Q3 | $222K | Sell |
3,732
-249
| -6% | -$14.8K | ﹤0.01% | 3694 |
|
2023
Q2 | $266K | Buy |
+3,981
| New | +$266K | ﹤0.01% | 3549 |
|
2021
Q1 | – | Sell |
-5,038
| Closed | -$302K | – | 3586 |
|
2020
Q4 | $302K | Buy |
5,038
+411
| +9% | +$24.6K | ﹤0.01% | 2923 |
|
2020
Q3 | $239K | Sell |
4,627
-619
| -12% | -$32K | ﹤0.01% | 2826 |
|
2020
Q2 | $349K | Buy |
+5,246
| New | +$349K | ﹤0.01% | 2610 |
|
2020
Q1 | – | Sell |
-4,114
| Closed | -$218K | – | 3150 |
|
2019
Q4 | $218K | Buy |
+4,114
| New | +$218K | ﹤0.01% | 2891 |
|
2019
Q3 | – | Sell |
-16,359
| Closed | -$632K | – | 3171 |
|
2019
Q2 | $632K | Buy |
16,359
+1,896
| +13% | +$73.2K | ﹤0.01% | 2246 |
|
2019
Q1 | $451K | Sell |
14,463
-2,882
| -17% | -$89.9K | ﹤0.01% | 2409 |
|
2018
Q4 | $420K | Buy |
17,345
+4,702
| +37% | +$114K | ﹤0.01% | 2249 |
|
2018
Q3 | $419K | Buy |
+12,643
| New | +$419K | ﹤0.01% | 966 |
|
2018
Q1 | – | Sell |
-19,171
| Closed | -$1.07M | – | 2961 |
|
2017
Q4 | $1.07M | Sell |
19,171
-7,102
| -27% | -$395K | ﹤0.01% | 1182 |
|
2017
Q3 | $1.18M | Sell |
26,273
-2,358
| -8% | -$105K | ﹤0.01% | 1102 |
|
2017
Q2 | $1M | Buy |
28,631
+28,464
| +17,044% | +$995K | ﹤0.01% | 1187 |
|
2017
Q1 | $5K | Buy |
+167
| New | +$5K | ﹤0.01% | 2907 |
|