Creative Planning’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 | $483K | Buy |
6,661
+859
| +15% | +$62.3K | ﹤0.01% | 2490 |
|
|
2025
Q1 | $447K | Sell |
5,802
-16
| -0.3% | -$1.23K | ﹤0.01% | 2373 |
|
|
2024
Q4 | $394K | Buy |
5,818
+2,436
| +72% | +$165K | ﹤0.01% | 2443 |
|
|
2024
Q3 | $233K | Buy |
+3,382
| New | +$233K | ﹤0.01% | 2724 |
|
|
2024
Q2 | – | Sell |
-3,476
| Closed | -$224K | – | 3091 |
|
|
2024
Q1 | $224K | Buy |
+3,476
| New | +$224K | ﹤0.01% | 2484 |
|
|
2015
Q4 | – | Sell |
-35
| Closed | -$1K | – | 4435 |
|
|
2015
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 4056 |
|