Winmark Corporation shares owned by Creative Planning
Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Winmark Corporation
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Quarterly reported holdings in Winmark Corporation by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 3.3k | 383.00 |
| 2024-06-30 | $1.2M | 3.4k | 352.68 |
| 2024-03-31 | $1.2M | 3.2k | 361.75 |
| 2023-12-31 | $1.4M | 3.4k | 417.60 |
| 2023-09-30 | $1.2M | 3.2k | 373.14 |
| 2023-06-30 | $1.0M | 3.1k | 332.47 |
| 2023-03-31 | $949k | 3.0k | 320.43 |
| 2022-12-31 | $696k | 3.0k | 235.83 |
| 2022-09-30 | $638k | 3.0k | 216.27 |
| 2022-06-30 | $577k | 3.0k | 195.59 |
| 2022-03-31 | $550k | 2.5k | 220.00 |
| 2021-12-31 | $621k | 2.5k | 248.40 |
| 2021-09-30 | $538k | 2.5k | 215.20 |
| 2021-06-30 | $480k | 2.5k | 192.00 |
| 2021-03-31 | $466k | 2.5k | 186.40 |
| 2020-12-31 | $465k | 2.5k | 186.00 |
| 2020-09-30 | $430k | 2.5k | 172.00 |
| 2020-06-30 | $429k | 2.5k | 171.05 |
| 2020-03-31 | $320k | 2.5k | 127.59 |
| 2019-12-31 | $497k | 2.5k | 198.17 |
| 2019-09-30 | $795k | 4.5k | 176.35 |
| 2019-06-30 | $782k | 4.5k | 173.12 |