GI
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GAMMA Investing’s Winmark WINA Stock Holding History

GAMMA Investing’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.9K Buy
99
+58
+141% +$22.7K ﹤0.01% 2420
2026
Q1 		$17.5K Buy
41
+29
+242% +$12.8K ﹤0.01% 2780
2025
Q4 		$4.86K Sell
12
-2
-14% -$856 ﹤0.01% 3291
2025
Q3 		$6.97K Buy
14
+1
+8% +$429 ﹤0.01% 3048
2025
Q2 		$4.91K Buy
13
+3
+30% +$1.16K ﹤0.01% 3129
2025
Q1 		$3.18K Sell
10
-5
-33% -$1.78K ﹤0.01% 3253
2024
Q4 		$5.9K Buy
15
+6
+67% +$2.36K ﹤0.01% 2850
2024
Q3 		$3.45K Hold
9
– – ﹤0.01% 2887
2024
Q2 		$3.17K Buy
9
+1
+13% +$357 ﹤0.01% 2729
2024
Q1 		$2.89K Sell
8
-1
-11% -$367 ﹤0.01% 2619
2023
Q4 		$3.25K Buy
+9
New +$3.79K ﹤0.01% 2412

Other funds holding WINA

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $147M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return