Annapolis Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $321K | Buy |
3,977
+35
| +0.9% | +$2.83K | 0.1% | 77 |
|
|
2024
Q2 | $267K | Hold |
3,942
| – | – | 0.09% | 85 |
|
|
2024
Q1 | $237K | Sell |
3,942
-5,190
| -57% | -$312K | 0.08% | 86 |
|
|
2023
Q4 | $480K | Sell |
9,132
-792
| -8% | -$41.6K | 0.12% | 90 |
|
|
2023
Q3 | $529K | Sell |
9,924
-1,227
| -11% | -$65.4K | 0.15% | 78 |
|
|
2023
Q2 | $584K | Buy |
11,151
+12
| +0.1% | +$629 | 0.17% | 78 |
|
|
2023
Q1 | $547K | Hold |
11,139
| – | – | 0.17% | 76 |
|
|
2022
Q4 | $526K | Sell |
11,139
-3,375
| -23% | -$160K | 0.17% | 73 |
|
|
2022
Q3 | $627K | Buy |
14,514
+126
| +0.9% | +$5.44K | 0.23% | 68 |
|
|
2022
Q2 | $583K | Hold |
14,388
| – | – | 0.21% | 69 |
|
|
2022
Q1 | $714K | Sell |
14,388
-339
| -2% | -$16.8K | 0.23% | 67 |
|
|
2021
Q4 | $710K | Buy |
14,727
+63
| +0.4% | +$3.04K | 0.22% | 69 |
|
|
2021
Q3 | $681K | Sell |
14,664
-1,134
| -7% | -$52.7K | 0.23% | 69 |
|
|
2021
Q2 | $743K | Sell |
15,798
-1,296
| -8% | -$61K | 0.25% | 58 |
|
|
2021
Q1 | $774K | Sell |
17,094
-6
| -0% | -$272 | 0.28% | 52 |
|
|
2020
Q4 | $822K | Buy |
+17,100
| New | +$822K | 0.32% | 50 |
|