Jacobs Levy Equity Management’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.2M | Buy |
|
|||||
|
2025
Q4 | $39M | Buy |
|
|||||
|
2025
Q3 | $40.5M | Buy |
|
|||||
|
2025
Q2 | $4.84M | Buy |
|
|||||
|
2025
Q1 | $3.73M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $642K | Buy |
|
|||||
|
2023
Q4 | $248K | Sell |
|
|||||
|
2023
Q3 | $534K | Sell |
|
|||||
|
2023
Q2 | $576K | Buy |
|
|||||
|
2023
Q1 | $357K | Sell |
|
|||||
|
2022
Q4 | $1.54M | Buy |
|