JFS Wealth 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 | $27.5K | Sell |
379
-1
| -0.3% | -$72 | ﹤0.01% | 587 |
|
|
2025
Q1 | $29.3K | Buy |
380
+2
| +0.5% | +$154 | ﹤0.01% | 579 |
|
|
2024
Q4 | $25.6K | Buy |
378
+1
| +0.3% | +$68 | ﹤0.01% | 590 |
|
|
2024
Q3 | $26K | Hold |
377
| – | – | ﹤0.01% | 587 |
|
|
2024
Q2 | $23.7K | Hold |
377
| – | – | ﹤0.01% | 566 |
|
|
2024
Q1 | $24.3K | Hold |
377
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $24.1K | Buy |
377
+6
| +2% | +$384 | ﹤0.01% | 546 |
|
|
2023
Q3 | $23.4K | Sell |
371
-7
| -2% | -$441 | ﹤0.01% | 507 |
|
|
2023
Q2 | $24.3K | Hold |
378
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $32K | Buy |
378
+3
| +0.8% | +$254 | ﹤0.01% | 435 |
|
|
2022
Q4 | $30.9K | Buy |
375
+2
| +0.5% | +$165 | ﹤0.01% | 438 |
|
|
2022
Q3 | $27K | Buy |
373
+2
| +0.5% | +$145 | ﹤0.01% | 506 |
|
|
2022
Q2 | $28K | Hold |
371
| – | – | ﹤0.01% | 522 |
|
|
2022
Q1 | $26K | Hold |
371
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $24K | Hold |
371
| – | – | ﹤0.01% | 536 |
|
|
2021
Q3 | $19K | Hold |
371
| – | – | ﹤0.01% | 552 |
|
|
2021
Q2 | $19K | Hold |
371
| – | – | ﹤0.01% | 377 |
|
|
2021
Q1 | $21K | Hold |
371
| – | – | ﹤0.01% | 333 |
|
|
2020
Q4 | $18K | Hold |
371
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $18K | Hold |
371
| – | – | ﹤0.01% | 324 |
|
|
2020
Q2 | $19K | Hold |
371
| – | – | ﹤0.01% | 310 |
|
|
2020
Q1 | $15K | Hold |
371
| – | – | ﹤0.01% | 298 |
|
|
2019
Q4 | $15K | Hold |
371
| – | – | ﹤0.01% | 346 |
|
|
2019
Q3 | $14K | Hold |
371
| – | – | ﹤0.01% | 343 |
|
|
2019
Q2 | $14K | Hold |
371
| – | – | ﹤0.01% | 344 |
|
|
2019
Q1 | $15K | Buy |
+371
| New | +$15K | ﹤0.01% | 326 |
|