A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Winmark Corp stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 2,600 shares of WINA stock, worth $989,274. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,600
Previous 2,600 -0.0%
Holding current value
$989,274
Previous $940,000 2.55%
% of portfolio
0.25%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$343.72 - $407.94 $30,247 - $35,898
-88 Reduced 3.27%
2,600 $940,000
Q4 2023

Feb 02, 2024

SELL
$375.71 - $446.68 $239,327 - $284,535
-637 Reduced 19.16%
2,688 $1.12 Million
Q3 2021

Oct 21, 2021

BUY
$190.6 - $223.55 $95,300 - $111,775
500 Added 17.7%
3,325 $715,000
Q3 2020

Nov 03, 2020

BUY
$152.37 - $176.95 $430,445 - $499,883
2,825 New
2,825 $486,000

Others Institutions Holding WINA

About WINMARK CORP


  • Ticker WINA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Specialty Retail
  • Shares Outstandng 3,437,790
  • Market Cap $1.31B
  • 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
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