Bowling Portfolio Management’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,798
| Closed | -$278K | – | 368 |
|
|
2020
Q3 | $278K | Buy |
+5,798
| New | +$278K | 0.06% | 296 |
|
|
2018
Q4 | – | Sell |
-34,109
| Closed | -$1.48M | – | 405 |
|
|
2018
Q3 | $1.48M | Buy |
+34,109
| New | +$1.48M | 0.21% | 173 |
|
|
2016
Q4 | – | Sell |
-10,074
| Closed | -$534K | – | 327 |
|
|
2016
Q3 | $534K | Buy |
+10,074
| New | +$534K | 0.07% | 214 |
|