Glassman Wealth Services’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-29
| Closed | -$1.86K | – | 1834 |
|
|
2023
Q4 | $1.86K | Hold |
29
| – | – | ﹤0.01% | 1370 |
|
|
2023
Q3 | $1.83K | Hold |
29
| – | – | ﹤0.01% | 1360 |
|
|
2023
Q2 | $1.86K | Buy |
29
+2
| +7% | +$128 | ﹤0.01% | 1275 |
|
|
2023
Q1 | $2.29K | Hold |
27
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q4 | $2.22K | Sell |
27
-3
| -10% | -$247 | ﹤0.01% | 1235 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1282 |
|
|
2022
Q2 | $2K | Buy |
30
+5
| +20% | +$333 | ﹤0.01% | 1303 |
|
|
2022
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1283 |
|
|
2021
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1261 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1498 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1397 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1345 |
|
|
2020
Q4 | $1K | Buy |
25
+19
| +317% | +$760 | ﹤0.01% | 1299 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1513 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1572 |
|
|
2020
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1610 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | – | – | 1401 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1217 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 998 |
|
|
2018
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 972 |
|
|
2018
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 969 |
|
|
2018
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 939 |
|
|
2017
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 803 |
|