McClarren Financial 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 | – | Sell |
-77
| Closed | -$29K | – | 305 |
|
|
2025
Q1 | $29K | Buy |
+77
| New | +$29K | 0.02% | 172 |
|
|
2024
Q4 | – | Sell |
-68
| Closed | -$26 | – | 328 |
|
|
2024
Q3 | $26 | Buy |
68
+6
| +10% | +$2 | ﹤0.01% | 157 |
|
|
2024
Q2 | $24K | Sell |
62
-319
| -84% | -$123K | 0.02% | 206 |
|
|
2024
Q1 | $25K | Buy |
381
+2
| +0.5% | +$131 | 0.02% | 198 |
|
|
2023
Q4 | $24K | Buy |
379
+3
| +0.8% | +$190 | 0.02% | 220 |
|
|
2023
Q3 | $23K | Buy |
376
+2
| +0.5% | +$122 | 0.02% | 205 |
|
|
2023
Q2 | $24K | Buy |
374
+2
| +0.5% | +$128 | 0.02% | 205 |
|
|
2023
Q1 | $31K | Buy |
372
+1
| +0.3% | +$83 | 0.03% | 176 |
|
|
2022
Q4 | $30K | Buy |
371
+1
| +0.3% | +$81 | 0.03% | 183 |
|
|
2022
Q3 | $26K | Buy |
+370
| New | +$26K | 0.03% | 177 |
|
|
2022
Q2 | – | Sell |
-366
| Closed | -$26K | – | 291 |
|
|
2022
Q1 | $26K | Hold |
366
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $25K | Buy |
366
+3
| +0.8% | +$205 | 0.02% | 182 |
|
|
2021
Q3 | $19K | Buy |
363
+2
| +0.6% | +$105 | 0.01% | 168 |
|
|
2021
Q2 | $18K | Buy |
361
+2
| +0.6% | +$100 | 0.01% | 189 |
|
|
2021
Q1 | $20K | Buy |
359
+2
| +0.6% | +$111 | 0.02% | 158 |
|
|
2020
Q4 | $17K | Buy |
+357
| New | +$17K | 0.02% | 147 |
|