Schwarz Dygos Wheeler Investment Advisors’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 | $1.07M | Sell |
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|
2025
Q2 | $982K | Hold |
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|
2025
Q1 | $826K | Hold |
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|
2024
Q4 | $1.02M | Hold |
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|
2024
Q3 | $996K | Hold |
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|
2024
Q2 | $917K | Hold |
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|
2024
Q1 | $940K | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.24M | Hold |
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|
2023
Q2 | $1.11M | Hold |
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|
2023
Q1 | $1.07M | Hold |
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|
2022
Q4 | $784K | Hold |
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|
2022
Q3 | $719K | Hold |
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|
2022
Q2 | $650K | Hold |
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|
2022
Q1 | $732K | Hold |
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|
2021
Q4 | $826K | Hold |
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|
2021
Q3 | $715K | Buy |
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|
2021
Q2 | $543K | Hold |
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|
2021
Q1 | $527K | Hold |
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|
2020
Q4 | $525K | Hold |
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|
2020
Q3 | $486K | Buy |
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