Winmark Corporation shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Winmark Corporation
Tip: Access up to 7 years of quarterly data
All positions including Winmark Corporation held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Winmark Corporation by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 2.6k | 393.07 |
| 2024-09-30 | $996k | 2.6k | 382.93 |
| 2024-06-30 | $917k | 2.6k | 352.63 |
| 2024-03-31 | $940k | 2.6k | 361.70 |
| 2023-12-31 | $1.1M | 2.7k | 417.55 |
| 2023-09-30 | $1.2M | 3.3k | 373.13 |
| 2023-06-30 | $1.1M | 3.3k | 332.47 |
| 2023-03-31 | $1.1M | 3.3k | 320.43 |
| 2022-12-31 | $784k | 3.3k | 235.83 |
| 2022-09-30 | $719k | 3.3k | 216.24 |
| 2022-06-30 | $650k | 3.3k | 195.49 |
| 2022-03-31 | $732k | 3.3k | 220.15 |
| 2021-12-31 | $826k | 3.3k | 248.42 |
| 2021-09-30 | $715k | 3.3k | 215.04 |
| 2021-06-30 | $543k | 2.8k | 192.21 |
| 2021-03-31 | $527k | 2.8k | 186.55 |
| 2020-12-31 | $525k | 2.8k | 185.84 |
| 2020-09-30 | $486k | 2.8k | 172.04 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
View all positions for Schwarz Dygos Wheeler Investment Advisors