IFP 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 | – | Hold |
0
| – | -$231 | – | 3802 |
|
|
2025
Q1 | – | Hold |
0
| – | -$203 | – | 3627 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3741 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4650 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4447 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4313 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4123 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3967 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3788 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3694 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3659 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3679 |
|
|
2016
Q1 | – | Sell |
-58
| Closed | -$3K | – | 3468 |
|
|
2015
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 3214 |
|