Aris Wealth Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $46K | Sell |
2,142
-31,944
| -94% | -$686K | 0.1% | 91 |
|
|
2015
Q2 | $806K | Buy |
34,086
+2,937
| +9% | +$69.4K | 0.74% | 45 |
|
|
2015
Q1 | $854K | Buy |
31,149
+1,659
| +6% | +$45.5K | 0.8% | 35 |
|
|
2014
Q4 | $844K | Buy |
29,490
+3,342
| +13% | +$95.6K | 0.94% | 30 |
|
|
2014
Q3 | $667K | Buy |
26,148
+1,179
| +5% | +$30.1K | 0.83% | 38 |
|
|
2014
Q2 | $625K | Buy |
24,969
+2,967
| +13% | +$74.3K | 0.82% | 35 |
|
|
2014
Q1 | $561K | Buy |
22,002
+2,667
| +14% | +$68K | 0.82% | 38 |
|
|
2013
Q4 | $507K | Buy |
19,335
+1,308
| +7% | +$34.3K | 0.85% | 38 |
|
|
2013
Q3 | $444K | Buy |
18,027
+891
| +5% | +$21.9K | 0.81% | 45 |
|
|
2013
Q2 | $426K | Buy |
+17,136
| New | +$426K | 0.91% | 29 |
|