Allworth Financial’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09K | Buy |
15
+5
| +50% | +$363 | ﹤0.01% | 3932 |
|
|
2025
Q1 | $841 | Hold |
10
| – | – | ﹤0.01% | 3513 |
|
|
2024
Q4 | $630 | Buy |
10
+8
| +400% | +$504 | ﹤0.01% | 3536 |
|
|
2024
Q3 | $138 | Hold |
2
| – | – | ﹤0.01% | 3636 |
|
|
2024
Q2 | $143 | Sell |
2
-21
| -91% | -$1.5K | ﹤0.01% | 3585 |
|
|
2024
Q1 | $1.48K | Buy |
23
+19
| +475% | +$1.22K | ﹤0.01% | 2939 |
|
|
2023
Q4 | $256 | Buy |
+4
| New | +$256 | ﹤0.01% | 3259 |
|
|
2023
Q3 | – | Sell |
-22
| Closed | -$1.41K | – | 3562 |
|
|
2023
Q2 | $1.41K | Buy |
22
+5
| +29% | +$321 | ﹤0.01% | 2624 |
|
|
2023
Q1 | $1.44K | Buy |
+17
| New | +$1.44K | ﹤0.01% | 2541 |
|
|
2022
Q3 | – | Sell |
-204
| Closed | -$15K | – | 3149 |
|
|
2022
Q2 | $15K | Buy |
+204
| New | +$15K | ﹤0.01% | 1383 |
|
|
2022
Q1 | – | Sell |
-130
| Closed | -$9K | – | 2414 |
|
|
2021
Q4 | $9K | Buy |
+130
| New | +$9K | ﹤0.01% | 1434 |
|