Geneos Wealth Management’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-25
| Closed | -$1K | – | 2615 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2555 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2712 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2725 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2794 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2811 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 3076 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2844 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2589 |
|
|
2020
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2526 |
|
|
2020
Q1 | – | Sell |
-247
| Closed | -$9K | – | 2620 |
|
|
2019
Q4 | $9K | Sell |
247
-57
| -19% | -$2.08K | ﹤0.01% | 2022 |
|
|
2019
Q3 | $11K | Sell |
304
-116
| -28% | -$4.2K | ﹤0.01% | 1871 |
|
|
2019
Q2 | $15K | Hold |
420
| – | – | ﹤0.01% | 1769 |
|
|
2019
Q1 | $17K | Hold |
420
| – | – | ﹤0.01% | 1652 |
|
|
2018
Q4 | $19K | Hold |
420
| – | – | ﹤0.01% | 1532 |
|
|
2018
Q3 | $18K | Hold |
420
| – | – | ﹤0.01% | 1633 |
|
|
2018
Q2 | $22K | Hold |
420
| – | – | ﹤0.01% | 1411 |
|
|
2018
Q1 | $17K | Hold |
420
| – | – | ﹤0.01% | 1466 |
|
|
2017
Q4 | $17K | Hold |
420
| – | – | ﹤0.01% | 1458 |
|
|
2017
Q3 | $18K | Hold |
420
| – | – | ﹤0.01% | 1375 |
|
|
2017
Q2 | $20K | Hold |
420
| – | – | ﹤0.01% | 1286 |
|
|
2017
Q1 | $25K | Hold |
420
| – | – | ﹤0.01% | 1167 |
|
|
2016
Q4 | $28K | Hold |
420
| – | – | ﹤0.01% | 1051 |
|
|
2016
Q3 | $22K | Hold |
420
| – | – | ﹤0.01% | 1109 |
|
|
2016
Q2 | $21K | Hold |
420
| – | – | ﹤0.01% | 1107 |
|
|
2016
Q1 | $19K | Buy |
+420
| New | +$19K | ﹤0.01% | 1111 |
|