Schwartz Investment Counsel’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
$13.2M Hold
2025
Q2
$10M Hold
2025
Q1
$8.46M Hold
2024
Q4
$10.5M Hold
2024
Q3
$10.2M Hold
2024
Q2
$9.38M Hold
2024
Q1
$9.62M Hold
2023
Q4
$11.1M Hold
2023
Q3
$9.93M Hold
2023
Q2
$8.84M Hold
2023
Q1
$8.52M Buy
2022
Q4
$5.59M Hold
2022
Q3
$5.13M Buy