Andesa Financial Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.42M | Buy |
141,066
+70,122
| +99% | +$1.7M | 1.75% | 16 |
|
|
2022
Q4 | $3.35M | Sell |
70,944
-63,681
| -47% | -$3.01M | 1.83% | 15 |
|
|
2022
Q3 | $5.83M | Buy |
134,625
+68,583
| +104% | +$2.97M | 2.04% | 10 |
|
|
2022
Q2 | $2.68M | Sell |
66,042
-1,299
| -2% | -$52.6K | 1.69% | 18 |
|
|
2022
Q1 | $3.34M | Sell |
67,341
-30
| -0% | -$1.49K | 1.8% | 12 |
|
|
2021
Q4 | $3.25M | Buy |
67,371
+438
| +0.7% | +$21.1K | 1.6% | 19 |
|
|
2021
Q3 | $3.11M | Sell |
66,933
-63,732
| -49% | -$2.96M | 1.69% | 13 |
|
|
2021
Q2 | $6.15M | Sell |
130,665
-1,761
| -1% | -$82.8K | 1.85% | 14 |
|
|
2021
Q1 | $6M | Buy |
132,426
+61,293
| +86% | +$2.78M | 1.95% | 14 |
|
|
2020
Q4 | $3.42M | Sell |
71,133
-70,851
| -50% | -$3.4M | 2.24% | 11 |
|
|
2020
Q3 | $6.62M | Buy |
141,984
+66,312
| +88% | +$3.09M | 2.73% | 6 |
|
|
2020
Q2 | $3.03M | Buy |
75,672
+1,200
| +2% | +$48K | 2.69% | 6 |
|
|
2020
Q1 | $2.82M | Sell |
74,472
-5,223
| -7% | -$198K | 3.16% | 7 |
|
|
2019
Q4 | $3.16M | Sell |
79,695
-222
| -0.3% | -$8.8K | 2.76% | 8 |
|
|
2019
Q3 | $3.16M | Sell |
79,917
-1,059
| -1% | -$41.9K | 3.06% | 8 |
|
|
2019
Q2 | $2.98M | Sell |
80,976
-71,556
| -47% | -$2.63M | 2.82% | 10 |
|
|
2019
Q1 | $4.95M | Buy |
152,532
+90,426
| +146% | +$2.94M | 2.44% | 12 |
|
|
2018
Q4 | $1.93M | Buy |
+62,106
| New | +$1.93M | 2.3% | 16 |
|