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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