IFP Advisors’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15K | Buy |
+11
| New | +$4.15K | ﹤0.01% | 3510 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$14K | – | 4447 |
|
|
2022
Q4 | $14K | Hold |
1
| – | – | ﹤0.01% | 3182 |
|
|
2022
Q3 | $14K | Hold |
1
| – | – | ﹤0.01% | 3420 |
|
|
2022
Q2 | $14K | Hold |
1
| – | – | ﹤0.01% | 3170 |
|
|
2022
Q1 | $14K | Buy |
+1
| New | +$14K | ﹤0.01% | 3170 |
|