Aevitas Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,794
| Closed | -$223K | – | 130 |
|
|
2021
Q3 | $223K | Buy |
4,794
+15
| +0.3% | +$698 | 0.14% | 119 |
|
|
2021
Q2 | $225K | Sell |
4,779
-57
| -1% | -$2.68K | 0.14% | 118 |
|
|
2021
Q1 | $219K | Buy |
4,836
+18
| +0.4% | +$815 | 0.15% | 112 |
|
|
2020
Q4 | $232K | Buy |
+4,818
| New | +$232K | 0.17% | 108 |
|
|
2019
Q2 | – | Sell |
-1,875
| Closed | -$60K | – | 355 |
|
|
2019
Q1 | $60K | Hold |
1,875
| – | – | 0.05% | 175 |
|
|
2018
Q4 | $58K | Hold |
1,875
| – | – | 0.06% | 170 |
|
|
2018
Q3 | $59K | Hold |
1,875
| – | – | 0.05% | 184 |
|
|
2018
Q2 | $54K | Buy |
+1,875
| New | +$54K | 0.05% | 188 |
|