WCM Investment Management’s Winmark WINA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-44,037
| Closed | -$5.76M | – | 97 |
|
|
2018
Q1 | $5.76M | Sell |
44,037
-299
| -0.7% | -$39.1K | 0.05% | 52 |
|
|
2017
Q4 | $5.74M | Buy |
44,336
+81
| +0.2% | +$10.5K | 0.06% | 59 |
|
|
2017
Q3 | $5.83M | Buy |
44,255
+50
| +0.1% | +$6.59K | 0.07% | 39 |
|
|
2017
Q2 | $5.7M | Buy |
44,205
+250
| +0.6% | +$32.2K | 0.09% | 40 |
|
|
2017
Q1 | $4.97M | Buy |
43,955
+760
| +2% | +$85.9K | 0.05% | 70 |
|
|
2016
Q4 | $5.45M | Buy |
43,195
+2,610
| +6% | +$329K | 0.07% | 67 |
|
|
2016
Q3 | $4.28M | Buy |
40,585
+740
| +2% | +$78.1K | 0.05% | 84 |
|
|
2016
Q2 | $3.97M | Buy |
39,845
+2,285
| +6% | +$228K | 0.06% | 94 |
|
|
2016
Q1 | $3.68M | Buy |
+37,560
| New | +$3.68M | 0.06% | 92 |
|