Nelson Capital Management’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-450
| Closed | -$17K | – | 290 |
|
2019
Q3 | $17K | Hold |
450
| – | – | ﹤0.01% | 225 |
|
2019
Q2 | $16K | Hold |
450
| – | – | ﹤0.01% | 209 |
|
2019
Q1 | $18K | Hold |
450
| – | – | ﹤0.01% | 193 |
|
2018
Q4 | $22K | Hold |
450
| – | – | 0.01% | 187 |
|
2018
Q3 | $20K | Hold |
450
| – | – | ﹤0.01% | 184 |
|
2018
Q2 | $24K | Hold |
450
| – | – | 0.01% | 164 |
|
2018
Q1 | $18K | Hold |
450
| – | – | ﹤0.01% | 186 |
|
2017
Q4 | $19K | Hold |
450
| – | – | 0.01% | 206 |
|
2017
Q3 | $20K | Hold |
450
| – | – | 0.01% | 188 |
|
2017
Q2 | $22K | Hold |
450
| – | – | 0.01% | 185 |
|
2017
Q1 | $27K | Hold |
450
| – | – | 0.01% | 167 |
|
2016
Q4 | $30K | Hold |
450
| – | – | 0.01% | 151 |
|
2016
Q3 | $24K | Hold |
450
| – | – | 0.01% | 170 |
|
2016
Q2 | $23K | Hold |
450
| – | – | 0.01% | 165 |
|
2016
Q1 | $20K | Hold |
450
| – | – | 0.01% | 169 |
|
2015
Q4 | $20K | Hold |
450
| – | – | 0.01% | 167 |
|
2015
Q3 | $19K | Hold |
450
| – | – | 0.01% | 171 |
|
2015
Q2 | $19K | Hold |
450
| – | – | 0.01% | 183 |
|
2015
Q1 | $22K | Hold |
450
| – | – | 0.01% | 175 |
|
2014
Q4 | $22K | Hold |
450
| – | – | 0.01% | 177 |
|
2014
Q3 | $18K | Hold |
450
| – | – | 0.01% | 200 |
|
2014
Q2 | $21K | Hold |
450
| – | – | 0.01% | 192 |
|
2014
Q1 | $22K | Hold |
450
| – | – | 0.01% | 156 |
|
2013
Q4 | $24K | Hold |
450
| – | – | 0.01% | 138 |
|
2013
Q3 | $22K | Hold |
450
| – | – | 0.01% | 136 |
|
2013
Q2 | $20K | Buy |
+450
| New | +$20K | 0.01% | 139 |
|