Principal Financial Group’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,558
| Closed | -$549K | – | 2413 |
|
|
2024
Q2 | $549K | Buy |
1,558
+110
| +8% | +$38.8K | ﹤0.01% | 1930 |
|
|
2024
Q1 | $524K | Buy |
1,448
+674
| +87% | +$244K | ﹤0.01% | 1976 |
|
|
2023
Q4 | $323K | Buy |
774
+69
| +10% | +$28.8K | ﹤0.01% | 2043 |
|
|
2023
Q3 | $263K | Buy |
+705
| New | +$263K | ﹤0.01% | 2094 |
|
|
2022
Q1 | – | Sell |
-845
| Closed | -$210K | – | 2605 |
|
|
2021
Q4 | $210K | Buy |
+845
| New | +$210K | ﹤0.01% | 2350 |
|