OneAscent Financial Services’s Winmark WINA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
905
-285
-24% -$108K 0.02% 380
2025
Q1
$378K Buy
1,190
+6
+0.5% +$1.91K 0.02% 375
2024
Q4
$466K Buy
+1,184
New +$466K 0.04% 270