Money Concepts Capital’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 | $438K | Sell |
6,036
-55
| -0.9% | -$3.99K | 0.03% | 318 |
|
|
2025
Q1 | $469K | Sell |
6,091
-618
| -9% | -$47.6K | 0.04% | 303 |
|
|
2024
Q4 | $454K | Buy |
6,709
+27
| +0.4% | +$1.83K | 0.03% | 303 |
|
|
2024
Q3 | $461K | Buy |
6,682
+65
| +1% | +$4.48K | 0.04% | 303 |
|
|
2024
Q2 | $415K | Buy |
6,617
+278
| +4% | +$17.5K | 0.03% | 303 |
|
|
2024
Q1 | $408K | Sell |
6,339
-33
| -0.5% | -$2.13K | 0.04% | 306 |
|
|
2023
Q4 | $408K | Sell |
6,372
-165
| -3% | -$10.6K | 0.04% | 302 |
|
|
2023
Q3 | $412K | Sell |
6,537
-759
| -10% | -$47.8K | 0.04% | 264 |
|
|
2023
Q2 | $469K | Buy |
7,296
+76
| +1% | +$4.88K | 0.05% | 258 |
|
|
2023
Q1 | $611K | Buy |
7,220
+320
| +5% | +$27.1K | 0.03% | 273 |
|
|
2022
Q4 | $568K | Buy |
6,900
+215
| +3% | +$17.7K | 0.03% | 401 |
|
|
2022
Q3 | $476K | Sell |
6,685
-3,187
| -32% | -$227K | 0.03% | 302 |
|
|
2022
Q2 | $736K | Sell |
9,872
-248
| -2% | -$18.5K | 0.07% | 230 |
|
|
2022
Q1 | $723K | Buy |
10,120
+889
| +10% | +$63.5K | 0.04% | 356 |
|
|
2021
Q4 | $608K | Buy |
+9,231
| New | +$608K | 0.05% | 277 |
|