SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – Winmark Corporation Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$719,000
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
+10.62%
quarter
Winmark Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 69K | $216.34 | 3.32K | |
| Q2 2022 | share | 0.00% | 0 shares | -82K | $195.57 | 3.32K | |
| Q1 2022 | share | 0.00% | 0 shares | -94K | $220 | 3.32K | |
| Q4 2021 | share | 0.00% | 0 shares | 111K | $244.7 | 3.32K | |
| Q3 2021 | share | Increase | +17.70% | 500 shares | 172K | $208.54 | 3.32K |
| Q2 2021 | share | 0.00% | 0 shares | 16K | $185.87 | 2.82K | |
| Q1 2021 | share | 0.00% | 0 shares | 2K | $179.99 | 2.82K | |
| Q4 2020 | share | 0.00% | 0 shares | 39K | $179.13 | 2.82K | |
| Q3 2020 | share | Increase | 0.00% | 2.82K shares | 486K | $165.75 | 2.82K |