DGS Capital Management’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $448K | Buy |
6,608
+460
| +7% | +$31.2K | 0.11% | 162 |
|
|
2024
Q3 | $424K | Buy |
6,148
+369
| +6% | +$25.4K | 0.11% | 177 |
|
|
2024
Q2 | $363K | Sell |
5,779
-120
| -2% | -$7.53K | 0.1% | 186 |
|
|
2024
Q1 | $380K | Sell |
5,899
-1,159
| -16% | -$74.6K | 0.11% | 169 |
|
|
2023
Q4 | $451K | Sell |
7,058
-230
| -3% | -$14.7K | 0.17% | 109 |
|
|
2023
Q3 | $459K | Buy |
7,288
+355
| +5% | +$22.4K | 0.22% | 101 |
|
|
2023
Q2 | $445K | Sell |
6,933
-107
| -2% | -$6.87K | 0.22% | 105 |
|
|
2023
Q1 | $596K | Sell |
7,040
-162
| -2% | -$13.7K | 0.33% | 68 |
|
|
2022
Q4 | $593K | Sell |
7,202
-136
| -2% | -$11.2K | 0.39% | 56 |
|
|
2022
Q3 | $523K | Buy |
7,338
+137
| +2% | +$9.76K | 0.35% | 49 |
|
|
2022
Q2 | $537K | Sell |
7,201
-127
| -2% | -$9.47K | 0.43% | 48 |
|
|
2022
Q1 | $523K | Buy |
7,328
+559
| +8% | +$39.9K | 0.32% | 54 |
|
|
2021
Q4 | $446K | Buy |
+6,769
| New | +$446K | 0.28% | 62 |
|