Advocacy Wealth Management Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12
| Closed | -$1K | – | 137 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 131 |
|
|
2022
Q2 | $0 | Sell |
12
-48
| -80% | – | ﹤0.01% | 208 |
|
|
2022
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 139 |
|
|
2021
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 139 |
|
|
2021
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 138 |
|
|
2021
Q2 | $3K | Buy |
60
+48
| +400% | +$2.4K | ﹤0.01% | 156 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 137 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 139 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 131 |
|
|
2020
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 142 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 143 |
|
|
2019
Q4 | $0 | Sell |
12
-225
| -95% | – | ﹤0.01% | 162 |
|
|
2019
Q3 | $9K | Hold |
237
| – | – | 0.01% | 130 |
|
|
2019
Q2 | $9K | Buy |
237
+225
| +1,875% | +$8.54K | 0.01% | 137 |
|
|
2019
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 177 |
|
|
2017
Q4 | – | Sell |
-600
| Closed | -$15K | – | 259 |
|
|
2017
Q3 | $15K | Buy |
600
+300
| +100% | +$7.5K | 0.01% | 158 |
|
|
2017
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 211 |
|
|
2017
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 244 |
|
|
2016
Q4 | $7K | Sell |
300
-900
| -75% | -$21K | ﹤0.01% | 234 |
|
|
2016
Q3 | $29K | Buy |
1,200
+900
| +300% | +$21.8K | 0.01% | 155 |
|
|
2016
Q2 | $7K | Sell |
300
-1,005
| -77% | -$23.5K | ﹤0.01% | 326 |
|
|
2016
Q1 | $30K | Sell |
1,305
-315
| -19% | -$7.24K | 0.02% | 237 |
|
|
2015
Q4 | $33K | Buy |
+1,620
| New | +$33K | 0.04% | 208 |
|
|
2013
Q3 | $97K | Buy |
3,759
+2,754
| +274% | +$71.1K | 0.27% | 67 |
|
|
2013
Q2 | $25K | Buy |
+1,005
| New | +$25K | 0.1% | 127 |
|