Carson Wealth (CWM LLC)’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $592K | Sell |
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|
2025
Q3 | $757K | Sell |
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|
2025
Q2 | $817K | Sell |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $899K | Sell |
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|
2024
Q3 | $967K | Sell |
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|
2024
Q2 | $889K | Sell |
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|
2024
Q1 | $948K | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q2 | $1.77M | Hold |
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|
2021
Q1 | $1.77M | Hold |
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|
2020
Q4 | $1.77M | Hold |
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|
2020
Q3 | $1.77M | Hold |
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|
2020
Q2 | $1.77M | Hold |
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|
2020
Q1 | $1.77M | Hold |
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|
2019
Q4 | $1.77M | Hold |
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|
2019
Q3 | $1.77M | Hold |
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|
2019
Q2 | $1.77M | Hold |
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|
2019
Q1 | $1.77M | Buy |
|