Kestra Advisory Services’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.04M | Buy |
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|
2025
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $2.1M | Buy |
|
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.29M | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $241K | Buy |
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