Envestnet Asset Management’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91M | Sell |
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|
2025
Q1 | $7.6M | Buy |
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|
2024
Q4 | $7.07M | Buy |
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|
2024
Q3 | $6.45M | Buy |
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|
2024
Q2 | $4.01M | Buy |
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|
2024
Q1 | $3.15M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Sell |
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|
2019
Q3 | $213K | Sell |
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|
2019
Q2 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $7K | Buy |
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|
2017
Q3 | $6K | Sell |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $10K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $193K | Buy |
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|
2016
Q1 | $180K | Buy |
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|
2015
Q4 | $154K | Sell |
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|
2015
Q3 | $171K | Buy |
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