Farther Finance Advisors’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 | $7.32K | Buy |
101
+17
| +20% | +$1.23K | ﹤0.01% | 3214 |
|
2025
Q1 | $6.58K | Buy |
84
+1
| +1% | +$78 | ﹤0.01% | 2926 |
|
2024
Q4 | $5.62K | Sell |
83
-68
| -45% | -$4.61K | ﹤0.01% | 2617 |
|
2024
Q3 | $10.4K | Buy |
151
+58
| +62% | +$4K | ﹤0.01% | 2348 |
|
2024
Q2 | $5.84K | Hold |
93
| – | – | ﹤0.01% | 2329 |
|
2024
Q1 | $5.94K | Sell |
93
-6
| -6% | -$383 | ﹤0.01% | 1988 |
|
2023
Q4 | $6.33K | Buy |
99
+3
| +3% | +$192 | ﹤0.01% | 1843 |
|
2023
Q3 | $6.05K | Hold |
96
| – | – | ﹤0.01% | 1462 |
|
2023
Q2 | $6.16K | Hold |
96
| – | – | ﹤0.01% | 1353 |
|
2023
Q1 | $8.13K | Hold |
96
| – | – | ﹤0.01% | 1187 |
|
2022
Q4 | $7.9K | Buy |
+96
| New | +$7.9K | ﹤0.01% | 1024 |
|