Adams Chetwood Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $997K | Buy |
20,082
+51
| +0.3% | +$2.53K | 0.57% | 34 |
|
|
2021
Q4 | $966K | Buy |
20,031
+2,700
| +16% | +$130K | 0.66% | 35 |
|
|
2021
Q3 | $805K | Hold |
17,331
| – | – | 0.58% | 38 |
|
|
2021
Q2 | $815K | Hold |
17,331
| – | – | 0.57% | 39 |
|
|
2021
Q1 | $785K | Sell |
17,331
-1,236
| -7% | -$56K | 0.6% | 37 |
|
|
2020
Q4 | $892K | Buy |
18,567
+675
| +4% | +$32.4K | 0.74% | 28 |
|
|
2020
Q3 | $834K | Hold |
17,892
| – | – | 0.8% | 29 |
|
|
2020
Q2 | $714K | Hold |
17,892
| – | – | 0.73% | 30 |
|
|
2020
Q1 | $733K | Sell |
17,892
-204
| -1% | -$8.36K | 0.86% | 27 |
|
|
2019
Q4 | $717K | Buy |
+18,096
| New | +$717K | 0.73% | 24 |
|