Nisa Investment 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 | $14K | Buy |
37
+12
| +48% | +$4.53K | ﹤0.01% | 2105 |
|
|
2025
Q1 | $7.95K | Sell |
25
-711
| -97% | -$226K | ﹤0.01% | 2154 |
|
|
2024
Q4 | $289K | Buy |
736
+674
| +1,087% | +$265K | ﹤0.01% | 1193 |
|
|
2024
Q3 | $23.7K | Buy |
62
+4
| +7% | +$1.53K | ﹤0.01% | 1859 |
|
|
2024
Q2 | $20.5K | Buy |
58
+4
| +7% | +$1.41K | ﹤0.01% | 1934 |
|
|
2024
Q1 | $19.5K | Buy |
54
+2
| +4% | +$723 | ﹤0.01% | 1898 |
|
|
2023
Q4 | $21.7K | Hold |
52
| – | – | ﹤0.01% | 1859 |
|
|
2023
Q3 | $19.4K | Buy |
52
+2
| +4% | +$746 | ﹤0.01% | 2029 |
|
|
2023
Q2 | $16.6K | Sell |
50
-20
| -29% | -$6.65K | ﹤0.01% | 2151 |
|
|
2023
Q1 | $22K | Sell |
70
-1,100
| -94% | -$346K | ﹤0.01% | 1986 |
|
|
2022
Q4 | $276K | Buy |
1,170
+190
| +19% | +$44.8K | ﹤0.01% | 1278 |
|
|
2022
Q3 | $246K | Buy |
980
+960
| +4,800% | +$241K | ﹤0.01% | 1225 |
|
|
2022
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 2303 |
|
|
2022
Q1 | $4K | Sell |
20
-600
| -97% | -$120K | ﹤0.01% | 2325 |
|
|
2021
Q4 | $134K | Buy |
620
+600
| +3,000% | +$130K | ﹤0.01% | 1408 |
|
|
2021
Q3 | $4 | Hold |
20
| – | – | ﹤0.01% | 2274 |
|
|
2021
Q2 | $4 | Hold |
20
| – | – | ﹤0.01% | 2286 |
|
|
2021
Q1 | $4 | Hold |
20
| – | – | ﹤0.01% | 2271 |
|
|
2020
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 2273 |
|