First Trust Advisors’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
$48.5M Buy
2025
Q2
$16.6M Buy
2025
Q1
$544K Buy
2024
Q4
Sell
2024
Q3
$546K Buy
2024
Q2
Sell
2024
Q1
$2.07M Sell
2023
Q4
$2.9M Buy