Summit Global Investments’s Winmark WINA Stock Holding History

Summit Global Investments’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
2023 Q4	–	Sell
2023 Q3	$519K	Sell
2023 Q2	$1.4M	Sell
2023 Q1	$1.9M	Buy
2022 Q4	$1.27M	Hold
2022 Q3	$1.17M	Hold
2022 Q2	$1.06M	Buy