A detailed history of Steward Partners Investment Advisory, LLC transactions in Winmark Corp stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 58 shares of WINA stock, worth $21,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 72 19.44%
Holding current value
$21,635
Previous $26,000 23.08%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$333.69 - $383.69 $4,671 - $5,371
-14 Reduced 19.44%
58 $20,000
Q1 2024

May 15, 2024

BUY
$343.72 - $407.94 $21,310 - $25,292
62 Added 620.0%
72 $26,000
Q4 2023

Feb 12, 2024

BUY
$375.71 - $446.68 $3,757 - $4,466
10 New
10 $4,000
Q2 2021

Aug 13, 2021

SELL
$185.19 - $200.91 $10,555 - $11,451
-57 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$170.53 - $188.0 $9,720 - $10,716
57 New
57 $10,000

Others Institutions Holding WINA

About WINMARK CORP


  • Ticker WINA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Specialty Retail
  • Shares Outstandng 3,437,790
  • Market Cap $1.28B
  • Description
  • Winmark Corporation, together with its subsidiaries, operates as a franchisor of retail store concepts that buy, sell, trade, and consign used merchandise primarily in the United States and Canada. The company operates through two segments, Franchising and Leasing. Its franchises retail stores operate under the Plato's Closet, Once Upon A Child,...
More about WINA
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.