EverSource Wealth Advisors’s Weis Markets WMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8K | Buy |
356
+184
| +107% | +$13.3K | ﹤0.01% | 2089 |
|
|
2025
Q1 | $13.3K | Buy |
172
+135
| +365% | +$10.4K | ﹤0.01% | 1939 |
|
|
2024
Q4 | $2.51K | Buy |
37
+9
| +32% | +$609 | ﹤0.01% | 2629 |
|
|
2024
Q3 | $1.93K | Hold |
28
| – | – | ﹤0.01% | 2564 |
|
|
2024
Q2 | $2.11K | Hold |
28
| – | – | ﹤0.01% | 2536 |
|
|
2024
Q1 | $1.77K | Sell |
28
-24
| -46% | -$1.52K | ﹤0.01% | 2425 |
|
|
2023
Q4 | $3.33K | Buy |
52
+35
| +206% | +$2.24K | ﹤0.01% | 2015 |
|
|
2023
Q3 | $1.07K | Buy |
17
+4
| +31% | +$252 | ﹤0.01% | 2176 |
|
|
2023
Q2 | $835 | Hold |
13
| – | – | ﹤0.01% | 2270 |
|
|
2023
Q1 | $1.1K | Hold |
13
| – | – | ﹤0.01% | 2086 |
|
|
2022
Q4 | $1.07K | Hold |
13
| – | – | ﹤0.01% | 2072 |
|
|
2022
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1923 |
|