Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: WEIK INVESTMENT SERVICES INC
  City: WYOMISSING
  State: PA
  Zip: 19610
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $216,276,000
  Total Value Change : $12,986,000
  Securities Held Change : -5
   
All Securities Held : 90
  New Positions : 0
  Closed Positions : 5
  Increased Positions : 13
  Unchanged Positions : 23
  Decreased Positions : 54

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 22 - $76.95 $2,741,000 35,425 1.27% 1,293,000 16,155 0.008    N/A
   (TDY)1 Year Chart         TDY Teledyne Technologies Inc 26 - $396.00 $2,406,000 5,390 1.11% 214,000 25 0.012    Aerospace/Defense Pro...
   (CVX)1 Year Chart         CVX Chevron Corp 28 - $163.61 $2,014,000 13,505 0.93% -26,000 1,408 0.001    Integrated Oil & Gas
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 34 - $525.96 $1,543,000 3,230 0.71% 194,000 88 0    Closed - End Fund - E...
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 35 - $79.36 $1,511,000 18,584 0.7% 397,000 3,928 0.004    Closed - End Fund - Debt
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 39 - $159.40 $1,389,000 8,970 0.64% 358,000 570 0.002    Domestic Money Center...
   (AXP)1 Year Chart         AXP American Express Co 44 - $241.53 $1,167,000 6,228 0.54% 283,000 305 0.001    Credit Services
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 45 - $181.66 $1,089,000 6,390 0.5% 119,000 145 0.002    Closed - End Fund - Debt
   (GPC)1 Year Chart         GPC Genuine Parts Co 52 - $155.58 $838,000 6,050 0.39% 25,000 420 0.004    Auto Parts Wholesale
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 55 - $117.67 $800,000 8,001 0.37% -107,000 285 0    Integrated Oil & Gas
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 72 - $85.58 $400,000 3,700 0.18% 76,000 200 0.003    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 82 - $62.05 $311,000 5,520 0.14% 53,000 430 0    Closed - End Fund - Debt
   (KR)1 Year Chart         KR Kroger Co 83 - $55.28 $292,000 6,385 0.14% 10,000 85 0.001    Grocery Stores
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us