Edgestream Partners’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,767
| Closed | -$822K | – | 1063 |
|
|
2024
Q1 | $822K | Sell |
12,767
-18,855
| -60% | -$1.21M | 0.04% | 545 |
|
|
2023
Q4 | $2.02M | Buy |
31,622
+6,568
| +26% | +$420K | 0.15% | 237 |
|
|
2023
Q3 | $1.58M | Sell |
25,054
-7,617
| -23% | -$480K | 0.13% | 262 |
|
|
2023
Q2 | $2.1M | Buy |
+32,671
| New | +$2.1M | 0.19% | 174 |
|