IFP Advisors’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 | $3.25K | Buy |
+105
| New | +$4.37K | ﹤0.01% | 3766 |
|
|
2025
Q3 | – | Hold |
0
| – | -$3.83K | – | 5147 |
|
|
2025
Q2 | – | Sell |
-1
| Closed | -$33 | – | 3560 |
|
|
2025
Q1 | $34 | Hold |
1
| – | – | ﹤0.01% | 4095 |
|
|
2024
Q4 | $48 | Buy |
+1
| New | +$57 | ﹤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% | -$488 | ﹤0.01% | 2522 |
|
|
2022
Q4 | $20K | Sell |
162
-156
| -49% | -$8.87K | ﹤0.01% | 2896 |
|
|
2022
Q3 | $26K | Buy |
318
+1
| +0.3% | +$58 | ﹤0.01% | 2879 |
|
|
2022
Q2 | $25K | Hold |
317
| – | – | ﹤0.01% | 2681 |
|
|
2022
Q1 | $25K | Buy |
317
+15
| +5% | +$969 | ﹤0.01% | 2680 |
|
|
2021
Q4 | $22K | Hold |
302
| – | – | ﹤0.01% | 1913 |
|
|
2021
Q3 | $22K | Buy |
302
+2
| +0.7% | +$140 | ﹤0.01% | 1950 |
|
|
2021
Q2 | $20K | Hold |
300
| – | – | ﹤0.01% | 1941 |
|
|
2021
Q1 | $24K | Sell |
300
-100
| -25% | -$7.21K | ﹤0.01% | 1782 |
|
|
2020
Q4 | $24K | Sell |
400
-460
| -53% | -$25.1K | ﹤0.01% | 1737 |
|
|
2020
Q3 | $45K | Sell |
860
-2,275
| -73% | -$131K | ﹤0.01% | 1328 |
|
|
2020
Q2 | $212K | Buy |
+3,135
| New | +$160K | 0.02% | 646 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$628 | – | 3740 |
|
|
2019
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 2741 |
|
|
2019
Q3 | $0 | Buy |
+13
| New | +$473 | ﹤0.01% | 3701 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$11K | – | 4081 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 2749 |
|
|
2017
Q4 | $11K | Buy |
+200
| New | +$10K | ﹤0.01% | 2788 |
|
|
2017
Q2 | – | Sell |
-204
| Closed | -$6K | – | 4231 |
|
|
2017
Q1 | $6K | Buy |
+204
| New | +$6.51K | ﹤0.01% | 3224 |
|
|
2016
Q4 | – | Sell |
-280
| Closed | -$7K | – | 4152 |
|
|
2016
Q3 | $7K | Hold |
280
| – | – | ﹤0.01% | 3084 |
|
|
2016
Q2 | $6K | Buy |
+280
| New | +$6.02K | ﹤0.01% | 3062 |
|
Other funds holding WGO
CB
VCM
MRCP
