EverSource Wealth Advisors’s Winmark WINA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1K | Buy |
40
+36
| +900% | +$13.6K | ﹤0.01% | 2506 |
|
|
2025
Q1 | $1.27K | Buy |
4
+2
| +100% | +$636 | ﹤0.01% | 3139 |
|
|
2024
Q4 | $786 | Buy |
+2
| New | +$786 | ﹤0.01% | 3045 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$1.25K | – | 3014 |
|
|
2023
Q4 | $1.25K | Buy |
+3
| New | +$1.25K | ﹤0.01% | 2322 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$997 | – | 2689 |
|
|
2023
Q2 | $997 | Buy |
+3
| New | +$997 | ﹤0.01% | 2228 |
|