Hudson Portfolio Management’s Winnebago Industries WGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$240K	Hold	7,745	–	–	0.2%	101
2025 Q4	$314K	Hold	7,745	–	–	0.27%	90
2025 Q3	$259K	Sell	7,745 -2,600	-25%	-$85.8K	0.23%	95
2025 Q2	$300K	Sell	10,345 -135	-1%	-$4.43K	0.28%	91
2025 Q1	$361K	Sell	10,480 -60	-0.6%	-$2.54K	0.35%	82
2024 Q4	$504K	Sell	10,540 -150	-1%	-$8.5K	0.49%	66
2024 Q3	$621K	Buy	+10,690	New	+$612K	0.61%	57
2023 Q4	$790K	Sell	10,840 -136	-1%	-$8.73K	0.86%	42
2023 Q3	$653K	Buy	10,976 +450	+4%	+$29.2K	0.74%	45
2023 Q2	$702K	Buy	10,526 +20	+0.2%	+$1.19K	0.76%	48
2023 Q1	$606K	Buy	10,506 +940	+10%	+$57.4K	0.68%	51
2022 Q4	$504K	Hold	9,566	–	–	0.56%	61
2022 Q3	$509K	Buy	9,566 +410	+4%	+$23.8K	0.6%	55
2022 Q2	$445K	Buy	+9,156	New	+$473K	0.46%	64