Principal Securities’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93K | Buy |
21
+2
| +11% | +$755 | ﹤0.01% | 2718 |
|
|
2025
Q1 | $7.47K | Hold |
19
| – | – | ﹤0.01% | 2640 |
|
|
2024
Q4 | $7.47K | Buy |
19
+3
| +19% | +$1.18K | ﹤0.01% | 2637 |
|
|
2024
Q3 | $6.13K | Buy |
16
+2
| +14% | +$766 | ﹤0.01% | 2605 |
|
|
2024
Q2 | $4.94K | Buy |
14
+4
| +40% | +$1.41K | ﹤0.01% | 2646 |
|
|
2024
Q1 | $3.62K | Buy |
10
+7
| +233% | +$2.53K | ﹤0.01% | 2715 |
|
|
2023
Q4 | $1.25K | Buy |
+3
| New | +$1.25K | ﹤0.01% | 2904 |
|