Tower Wealth Partners’s Weis Markets WMK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$263K	Sell	3,634 -135	-4%	-$9.79K	0.16%	67
2025 Q1	$290K	Hold	3,769	–	–	0.16%	59
2024 Q4	$255K	Hold	3,769	–	–	0.13%	59
2024 Q3	$260K	Hold	3,769	–	–	0.15%	56
2024 Q2	$237K	Hold	3,769	–	–	0.15%	58
2024 Q1	$243K	Sell	3,769 -1,234	-25%	-$79.5K	0.16%	51
2023 Q4	$320K	Hold	5,003	–	–	0.23%	46
2023 Q3	$315K	Hold	5,003	–	–	0.26%	42
2023 Q2	$321K	Hold	5,003	–	–	0.26%	41
2023 Q1	$424K	Hold	5,003	–	–	0.35%	33
2022 Q4	$412K	Hold	5,003	–	–	0.36%	32
2022 Q3	$469K	Hold	5,003	–	–	0.45%	30
2022 Q2	$373K	Hold	5,003	–	–	0.5%	32
2022 Q1	$357K	Hold	5,003	–	–	0.39%	34
2021 Q4	$330K	Hold	5,003	–	–	0.33%	37
2021 Q3	$263K	Hold	5,003	–	–	0.28%	40
2021 Q2	$258K	Hold	5,003	–	–	0.28%	40
2021 Q1	$283K	Hold	5,003	–	–	0.36%	42
2020 Q4	$239K	Buy	+5,003	New	+$239K	0.27%	38