AJ Wealth Strategies’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.02M | Buy |
19,470
+942
| +5% | +$49.4K | 0.05% | 127 |
|
|
2023
Q1 | $911K | Buy |
18,528
+51
| +0.3% | +$2.51K | 0.05% | 131 |
|
|
2022
Q4 | $873K | Hold |
18,477
| – | – | 0.05% | 142 |
|
|
2022
Q3 | $799K | Buy |
18,477
+42
| +0.2% | +$1.82K | 0.05% | 145 |
|
|
2022
Q2 | $747K | Sell |
18,435
-618
| -3% | -$25K | 0.04% | 152 |
|
|
2022
Q1 | $946K | Buy |
19,053
+15
| +0.1% | +$745 | 0.05% | 142 |
|
|
2021
Q4 | $918K | Hold |
19,038
| – | – | 0.04% | 148 |
|
|
2021
Q3 | $884K | Buy |
19,038
+363
| +2% | +$16.9K | 0.05% | 138 |
|
|
2021
Q2 | $878K | Buy |
18,675
+30
| +0.2% | +$1.41K | 0.05% | 132 |
|
|
2021
Q1 | $844K | Buy |
18,645
+4,512
| +32% | +$204K | 0.06% | 126 |
|
|
2020
Q4 | $679K | Hold |
14,133
| – | – | 0.06% | 128 |
|
|
2020
Q3 | $659K | Buy |
14,133
+1,515
| +12% | +$70.6K | 0.07% | 116 |
|
|
2020
Q2 | $504K | Buy |
+12,618
| New | +$504K | 0.06% | 127 |
|