IFP Advisors’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$34 | – | 3560 |
|
|
2025
Q1 | $34 | Hold |
1
| – | – | ﹤0.01% | 4095 |
|
|
2024
Q4 | $48 | Buy |
+1
| New | +$48 | ﹤0.01% | 4275 |
|
|
2023
Q3 | – | Sell |
-154
| Closed | -$10.3K | – | 3571 |
|
|
2023
Q2 | $10.3K | Hold |
154
| – | – | ﹤0.01% | 2293 |
|
|
2023
Q1 | $5.53K | Sell |
154
-8
| -5% | -$287 | ﹤0.01% | 2522 |
|
|
2022
Q4 | $20K | Sell |
162
-156
| -49% | -$19.3K | ﹤0.01% | 2896 |
|
|
2022
Q3 | $26K | Buy |
318
+1
| +0.3% | +$82 | ﹤0.01% | 2880 |
|
|
2022
Q2 | $25K | Hold |
317
| – | – | ﹤0.01% | 2682 |
|
|
2022
Q1 | $25K | Buy |
317
+15
| +5% | +$1.18K | ﹤0.01% | 2682 |
|
|
2021
Q4 | $22K | Hold |
302
| – | – | ﹤0.01% | 1880 |
|
|
2021
Q3 | $22K | Buy |
302
+2
| +0.7% | +$146 | ﹤0.01% | 1896 |
|
|
2021
Q2 | $20K | Hold |
300
| – | – | ﹤0.01% | 1937 |
|
|
2021
Q1 | $24K | Sell |
300
-100
| -25% | -$8K | ﹤0.01% | 1776 |
|
|
2020
Q4 | $24K | Sell |
400
-460
| -53% | -$27.6K | ﹤0.01% | 1736 |
|
|
2020
Q3 | $45K | Sell |
860
-2,275
| -73% | -$119K | ﹤0.01% | 1327 |
|
|
2020
Q2 | $212K | Buy |
+3,135
| New | +$212K | 0.02% | 646 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$1K | – | 3685 |
|
|
2019
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 2728 |
|
|
2019
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3675 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$11K | – | 4030 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 2749 |
|
|
2017
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 2745 |
|
|
2017
Q2 | – | Sell |
-204
| Closed | -$6K | – | 4189 |
|
|
2017
Q1 | $6K | Buy |
+204
| New | +$6K | ﹤0.01% | 3189 |
|
|
2016
Q4 | – | Sell |
-280
| Closed | -$7K | – | 4117 |
|
|
2016
Q3 | $7K | Hold |
280
| – | – | ﹤0.01% | 3067 |
|
|
2016
Q2 | $6K | Buy |
+280
| New | +$6K | ﹤0.01% | 3050 |
|