Diversified Trust’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
Q3
$684K Buy
2025
Q2
$653K Sell
2025
Q1
$703K Buy
2024
Q4
$610K Hold
2024
Q3
$621K Buy
2024
Q2
$462K Buy
2024
Q1
$217K Buy
2013
Q3
Sell
2013
Q2
$279K Buy