JFS Wealth Advisors’s Winnebago Industries WGO Stock Holding History

JFS Wealth Advisors’s Portfolio WGO Stock Details WGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250	Buy	+8	New	+$244	﹤0.01%	2102
2025 Q1	–	Sell	-33	Closed	-$1.58K	–	2001
2024 Q4	$1.58K	Hold	33	–	–	﹤0.01%	1560
2024 Q3	$1.92K	Sell	33 -1	-3%	-$57	﹤0.01%	1506
2024 Q2	$1.84K	Hold	34	–	–	﹤0.01%	1462
2024 Q1	$2.52K	Hold	34	–	–	﹤0.01%	1361
2023 Q4	$2.48K	Buy	34 +1	+3%	+$64	﹤0.01%	1334
2023 Q3	$1.96K	Buy	33 +1	+3%	+$65	﹤0.01%	1368
2023 Q2	$2.13K	Sell	32 -1	-3%	-$60	﹤0.01%	1362
2023 Q1	$1.91K	Sell	33 -10	-23%	-$610	﹤0.01%	1386
2022 Q4	$2.27K	Hold	43	–	–	﹤0.01%	1326
2022 Q3	$2K	Buy	43 +2	+5%	+$116	﹤0.01%	1428
2022 Q2	$2K	Buy	41 +29	+242%	+$1.5K	﹤0.01%	1410
2022 Q1	$1K	Buy	12 +1	+9%	+$65	﹤0.01%	1756
2021 Q4	$1K	Buy	+11	New	+$792	﹤0.01%	1614

Other funds holding WGO

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return