Valley National Advisers’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 | $36K | Hold |
500
| – | – | 0.01% | 414 |
|
|
2025
Q1 | $38K | Hold |
500
| – | – | 0.01% | 407 |
|
|
2024
Q4 | $33K | Hold |
500
| – | – | 0.01% | 394 |
|
|
2024
Q3 | $34K | Sell |
500
-25
| -5% | -$1.7K | 0.01% | 389 |
|
|
2024
Q2 | $32K | Hold |
525
| – | – | ﹤0.01% | 452 |
|
|
2024
Q1 | $33K | Sell |
525
-15
| -3% | -$943 | 0.01% | 462 |
|
|
2023
Q4 | $34K | Buy |
540
+40
| +8% | +$2.52K | 0.01% | 462 |
|
|
2023
Q3 | $32K | Hold |
500
| – | – | 0.01% | 439 |
|
|
2023
Q2 | $33K | Hold |
500
| – | – | 0.01% | 448 |
|
|
2023
Q1 | $43K | Hold |
500
| – | – | 0.01% | 404 |
|
|
2022
Q4 | $42K | Hold |
500
| – | – | 0.01% | 400 |
|
|
2022
Q3 | $41K | Hold |
500
| – | – | 0.01% | 396 |
|
|
2022
Q2 | $38K | Hold |
500
| – | – | 0.01% | 388 |
|
|
2022
Q1 | $36K | Hold |
500
| – | – | 0.01% | 433 |
|
|
2021
Q4 | $33K | Hold |
500
| – | – | 0.01% | 433 |
|
|
2021
Q3 | $26K | Hold |
500
| – | – | ﹤0.01% | 443 |
|
|
2021
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 446 |
|
|
2021
Q1 | $28K | Hold |
500
| – | – | 0.01% | 406 |
|
|
2020
Q4 | $24K | Hold |
500
| – | – | 0.01% | 410 |
|
|
2020
Q3 | $24K | Hold |
500
| – | – | 0.01% | 382 |
|
|
2020
Q2 | $25K | Hold |
500
| – | – | 0.01% | 362 |
|
|
2020
Q1 | $21K | Buy |
+500
| New | +$21K | 0.01% | 372 |
|