AWCI
Alpine Woods Capital Investors’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,000
| Closed | -$594K | – | 187 |
|
2024
Q1 | $594K | Buy |
10,000
+2,600
| +35% | +$154K | 0.12% | 127 |
|
2023
Q4 | $1.17M | Buy |
+7,400
| New | +$1.17M | 0.17% | 113 |
|
2020
Q3 | – | Sell |
-3,064
| Closed | -$367K | – | 259 |
|
2020
Q2 | $367K | Buy |
+3,064
| New | +$367K | 0.07% | 204 |
|