Altium Wealth Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$1.11M Sell
27,369
-1,377
-5% -$55.8K 0.08% 144
2022
Q1
$1.43M Buy
28,746
+3,165
+12% +$157K 0.09% 124
2021
Q4
$1.23M Buy
25,581
+3,222
+14% +$155K 0.08% 125
2021
Q3
$1.04M Buy
22,359
+378
+2% +$17.6K 0.07% 131
2021
Q2
$1.03M Sell
21,981
-3,675
-14% -$173K 0.08% 126
2021
Q1
$1.16M Buy
25,656
+4,116
+19% +$186K 0.09% 107
2020
Q4
$1.04M Buy
21,540
+6,516
+43% +$313K 0.09% 105
2020
Q3
$701K Sell
15,024
-39
-0.3% -$1.82K 0.07% 120
2020
Q2
$601K Sell
15,063
-2,112
-12% -$84.3K 0.07% 133
2020
Q1
$650K Buy
17,175
+1,896
+12% +$71.8K 0.09% 116
2019
Q4
$605K Buy
15,279
+1,410
+10% +$55.8K 0.07% 152
2019
Q3
$549K Buy
13,869
+228
+2% +$9.03K 0.07% 153
2019
Q2
$502K Sell
13,641
-7,224
-35% -$266K 0.07% 160
2019
Q1
$678K Sell
20,865
-708
-3% -$23K 0.11% 130
2018
Q4
$670K Buy
21,573
+87
+0.4% +$2.7K 0.13% 116
2018
Q3
$673K Buy
21,486
+2,604
+14% +$81.6K 0.13% 124
2018
Q2
$539K Buy
18,882
+7,761
+70% +$222K 0.14% 111
2018
Q1
$329K Buy
11,121
+2,928
+36% +$86.6K 0.13% 114
2017
Q4
$271K Buy
+8,193
New +$271K 0.12% 132