Carson Wealth (CWM LLC)’s Weis Markets WMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Sell |
11,270
-569
| -5% | -$41.2K | ﹤0.01% | 1355 |
|
|
2025
Q1 | $912K | Sell |
11,839
-1,431
| -11% | -$110K | ﹤0.01% | 1180 |
|
|
2024
Q4 | $899K | Sell |
13,270
-756
| -5% | -$51.2K | ﹤0.01% | 1139 |
|
|
2024
Q3 | $967K | Sell |
14,026
-140
| -1% | -$9.65K | ﹤0.01% | 1052 |
|
|
2024
Q2 | $889K | Sell |
14,166
-550
| -4% | -$34.5K | ﹤0.01% | 951 |
|
|
2024
Q1 | $948K | Sell |
14,716
-984
| -6% | -$63.4K | ﹤0.01% | 878 |
|
|
2023
Q4 | $1M | Sell |
15,700
-859
| -5% | -$54.9K | 0.01% | 806 |
|
|
2023
Q3 | $1.04M | Sell |
16,559
-486
| -3% | -$30.6K | 0.01% | 735 |
|
|
2023
Q2 | $1.09M | Sell |
17,045
-1,109
| -6% | -$71.2K | 0.01% | 684 |
|
|
2023
Q1 | $1.54M | Sell |
18,154
-475
| -3% | -$40.2K | 0.01% | 532 |
|
|
2022
Q4 | $1.53M | Sell |
18,629
-683
| -4% | -$56.2K | 0.01% | 492 |
|
|
2022
Q3 | $1.38M | Sell |
19,312
-937
| -5% | -$66.8K | 0.01% | 476 |
|
|
2022
Q2 | $1.51M | Sell |
20,249
-5,111
| -20% | -$381K | 0.01% | 453 |
|
|
2022
Q1 | $1.81M | Sell |
25,360
-5,460
| -18% | -$390K | 0.01% | 420 |
|
|
2021
Q4 | $2.03M | Buy |
+30,820
| New | +$2.03M | 0.01% | 428 |
|
|
2021
Q2 | $1.77M | Hold |
34,287
| – | – | 0.01% | 466 |
|
|
2021
Q1 | $1.77M | Hold |
34,287
| – | – | 0.01% | 466 |
|
|
2020
Q4 | $1.77M | Hold |
34,287
| – | – | 0.01% | 466 |
|
|
2020
Q3 | $1.77M | Hold |
34,287
| – | – | 0.01% | 466 |
|
|
2020
Q2 | $1.77M | Hold |
34,287
| – | – | 0.01% | 466 |
|
|
2020
Q1 | $1.77M | Hold |
34,287
| – | – | 0.01% | 466 |
|
|
2019
Q4 | $1.77M | Hold |
34,287
| – | – | 0.01% | 466 |
|
|
2019
Q3 | $1.77M | Hold |
34,287
| – | – | 0.01% | 466 |
|
|
2019
Q2 | $1.77M | Hold |
34,287
| – | – | 0.01% | 466 |
|
|
2019
Q1 | $1.77M | Buy |
+34,287
| New | +$1.77M | 0.01% | 466 |
|