Steward Partners Investment Advisory’s Winmark WINA Stock Holding History

Steward Partners Investment Advisory’s Portfolio WINA Stock Details WINA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$1.49K	Hold
2025 Q2	$1.13K	Hold
2025 Q1	$954	Hold
2024 Q4	$1.18K	Buy
2024 Q3	–	Sell
2024 Q2	$20.5K	Sell
2024 Q1	$26K	Buy
2023 Q4	$4.18K	Buy
2021 Q2	–	Sell
2021 Q1	$10.6K	Buy