SageView Advisory Group’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
Q2
$228K Buy
2025
Q1
$238K Buy
2024
Q4
$204K Hold
2024
Q3
$208K Buy
2023
Q2
Sell
2023
Q1
$241K Buy
2022
Q4
$230K Buy