Bell Investment Advisors’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$516 | – | 1980 |
|
|
2024
Q1 | $516 | Hold |
8
| – | – | ﹤0.01% | 1812 |
|
|
2023
Q4 | $512 | Buy |
+8
| New | +$512 | ﹤0.01% | 1828 |
|
|
2023
Q2 | – | Sell |
-85
| Closed | -$7.2K | – | 1999 |
|
|
2023
Q1 | $7.2K | Buy |
85
+14
| +20% | +$1.19K | ﹤0.01% | 608 |
|
|
2022
Q4 | $5.84K | Buy |
71
+42
| +145% | +$3.46K | ﹤0.01% | 725 |
|
|
2022
Q3 | $2K | Buy |
29
+15
| +107% | +$1.03K | ﹤0.01% | 1251 |
|
|
2022
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1658 |
|