Tower Wealth Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $250K | Sell |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $320K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $412K | Hold |
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|
2022
Q3 | $469K | Hold |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $239K | Buy |
|