Geneos Wealth Management’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$2K | – | 2612 |
|
|
2022
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2435 |
|
|
2021
Q4 | – | Sell |
-1,435
| Closed | -$111K | – | 2888 |
|
|
2021
Q3 | $111K | Buy |
1,435
+3
| +0.2% | +$232 | ﹤0.01% | 1133 |
|
|
2021
Q2 | $96K | Sell |
1,432
-70
| -5% | -$4.69K | ﹤0.01% | 1181 |
|
|
2021
Q1 | $120K | Buy |
1,502
+7
| +0.5% | +$559 | ﹤0.01% | 1215 |
|
|
2020
Q4 | $110K | Buy |
1,495
+62
| +4% | +$4.56K | ﹤0.01% | 1108 |
|
|
2020
Q3 | $71K | Buy |
1,433
+1
| +0.1% | +$50 | ﹤0.01% | 1092 |
|
|
2020
Q2 | $93K | Hold |
1,432
| – | – | 0.01% | 953 |
|
|
2020
Q1 | $43K | Buy |
1,432
+1,380
| +2,654% | +$41.4K | ﹤0.01% | 1190 |
|
|
2019
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 2448 |
|
|
2019
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 2345 |
|
|
2019
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 2363 |
|
|
2018
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 2342 |
|
|
2018
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 2381 |
|
|
2018
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 2142 |
|
|
2018
Q1 | $1K | Sell |
52
-200
| -79% | -$3.85K | ﹤0.01% | 2140 |
|
|
2017
Q4 | $14K | Buy |
+252
| New | +$14K | ﹤0.01% | 1524 |
|
|
2016
Q4 | – | Sell |
-207
| Closed | -$4K | – | 2093 |
|
|
2016
Q3 | $4K | Buy |
207
+1
| +0.5% | +$19 | ﹤0.01% | 1654 |
|
|
2016
Q2 | $4K | Sell |
206
-14
| -6% | -$272 | ﹤0.01% | 1589 |
|
|
2016
Q1 | $4K | Buy |
+220
| New | +$4K | ﹤0.01% | 1570 |
|