Inspire Investing’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,270
| Closed | -$394K | – | 910 |
|
|
2024
Q2 | $394K | Buy |
6,270
+6
| +0.1% | +$377 | 0.05% | 341 |
|
|
2024
Q1 | $403K | Sell |
6,264
-426
| -6% | -$27.4K | 0.04% | 394 |
|
|
2023
Q4 | $428K | Buy |
6,690
+1,098
| +20% | +$70.2K | 0.05% | 394 |
|
|
2023
Q3 | $352K | Buy |
5,592
+198
| +4% | +$12.5K | 0.05% | 368 |
|
|
2023
Q2 | $346K | Buy |
5,394
+1,642
| +44% | +$105K | 0.04% | 402 |
|
|
2023
Q1 | $318K | Buy |
3,752
+340
| +10% | +$28.8K | 0.04% | 371 |
|
|
2022
Q4 | $281K | Sell |
3,412
-72
| -2% | -$5.93K | 0.04% | 321 |
|
|
2022
Q3 | $248K | Buy |
3,484
+19
| +0.5% | +$1.35K | 0.04% | 299 |
|
|
2022
Q2 | $258K | Sell |
3,465
-628
| -15% | -$46.8K | 0.03% | 303 |
|
|
2022
Q1 | $292K | Buy |
4,093
+330
| +9% | +$23.5K | 0.03% | 325 |
|
|
2021
Q4 | $248K | Sell |
3,763
-726
| -16% | -$47.8K | 0.03% | 612 |
|
|
2021
Q3 | $236K | Sell |
4,489
-4,553
| -50% | -$239K | 0.03% | 473 |
|
|
2021
Q2 | $467K | Buy |
9,042
+274
| +3% | +$14.2K | 0.06% | 361 |
|
|
2021
Q1 | $496K | Buy |
8,768
+646
| +8% | +$36.5K | 0.08% | 293 |
|
|
2020
Q4 | $388K | Buy |
8,122
+3,909
| +93% | +$187K | 0.09% | 303 |
|
|
2020
Q3 | $202K | Sell |
4,213
-623
| -13% | -$29.9K | 0.06% | 358 |
|
|
2020
Q2 | $242K | Sell |
4,836
-928
| -16% | -$46.4K | 0.08% | 302 |
|
|
2020
Q1 | $240K | Buy |
+5,764
| New | +$240K | 0.1% | 301 |
|
|
2018
Q1 | – | Sell |
-1,387
| Closed | -$57K | – | 710 |
|
|
2017
Q4 | $57K | Buy |
+1,387
| New | +$57K | 0.05% | 495 |
|