Jupiter Asset Management’s Winmark WINA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-866
| Closed | -$305K | – | 494 |
|
|
2024
Q2 | $305K | Hold |
866
| – | – | ﹤0.01% | 369 |
|
|
2024
Q1 | $313K | Hold |
866
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $362K | Hold |
866
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $323K | Hold |
866
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $287K | Hold |
866
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $277K | Hold |
866
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $203K | Buy |
+866
| New | +$203K | ﹤0.01% | 440 |
|
|
2022
Q1 | – | Sell |
-866
| Closed | -$210K | – | 623 |
|
|
2021
Q4 | $210K | Buy |
+866
| New | +$210K | ﹤0.01% | 536 |
|