LPL Financial’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,105
| Closed | -$322K | – | 4824 |
|
|
2023
Q3 | $322K | Buy |
5,105
+756
| +17% | +$47.6K | ﹤0.01% | 3810 |
|
|
2023
Q2 | $279K | Buy |
4,349
+8
| +0.2% | +$514 | ﹤0.01% | 3860 |
|
|
2023
Q1 | $368K | Buy |
4,341
+286
| +7% | +$24.2K | ﹤0.01% | 3564 |
|
|
2022
Q4 | $334K | Buy |
+4,055
| New | +$334K | ﹤0.01% | 3553 |
|