Money Concepts Capital’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $433K | Sell |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $469K | Buy |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $736K | Sell |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $608K | Buy |
|