Steward Partners Investment Advisory’s Winmark WINA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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