Stifel Financial’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
4,756
+41
| +0.9% | +$15.5K | ﹤0.01% | 1918 |
|
|
2025
Q1 | $1.5M | Buy |
4,715
+378
| +9% | +$120K | ﹤0.01% | 1963 |
|
|
2024
Q4 | $1.7M | Buy |
4,337
+376
| +9% | +$148K | ﹤0.01% | 1890 |
|
|
2024
Q3 | $1.52M | Buy |
3,961
+477
| +14% | +$183K | ﹤0.01% | 1954 |
|
|
2024
Q2 | $1.23M | Buy |
3,484
+969
| +39% | +$342K | ﹤0.01% | 2030 |
|
|
2024
Q1 | $910K | Buy |
+2,515
| New | +$910K | ﹤0.01% | 2238 |
|
|
2016
Q3 | – | Sell |
-2,311
| Closed | -$230K | – | 2520 |
|
|
2016
Q2 | $230K | Buy |
+2,311
| New | +$230K | ﹤0.01% | 2188 |
|