Steward Partners Investment Advisory’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13K | Hold |
3
| – | – | ﹤0.01% | 3837 |
|
|
2025
Q1 | $954 | Hold |
3
| – | – | ﹤0.01% | 3780 |
|
|
2024
Q4 | $1.18K | Buy |
+3
| New | +$1.18K | ﹤0.01% | 3733 |
|
|
2024
Q3 | – | Sell |
-58
| Closed | -$20.5K | – | 3861 |
|
|
2024
Q2 | $20.5K | Sell |
58
-14
| -19% | -$4.94K | ﹤0.01% | 2531 |
|
|
2024
Q1 | $26K | Buy |
72
+62
| +620% | +$22.4K | ﹤0.01% | 2404 |
|
|
2023
Q4 | $4.18K | Buy |
+10
| New | +$4.18K | ﹤0.01% | 3028 |
|
|
2021
Q2 | – | Sell |
-57
| Closed | -$10.6K | – | 7428 |
|
|
2021
Q1 | $10.6K | Buy |
+57
| New | +$10.6K | ﹤0.01% | 2754 |
|