SAG
SageView Advisory Group’s Weis Markets WMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
3,099
+12
| +0.4% | +$881 | 0.01% | 567 |
|
|
2025
Q1 | $238K | Buy |
3,087
+68
| +2% | +$5.24K | 0.01% | 537 |
|
|
2024
Q4 | $204K | Hold |
3,019
| – | – | 0.01% | 570 |
|
|
2024
Q3 | $208K | Buy |
+3,019
| New | +$208K | 0.01% | 488 |
|
|
2023
Q2 | – | Sell |
-2,844
| Closed | -$241K | – | 554 |
|
|
2023
Q1 | $241K | Buy |
2,844
+52
| +2% | +$4.4K | 0.02% | 424 |
|
|
2022
Q4 | $230K | Buy |
+2,792
| New | +$230K | 0.02% | 379 |
|