AAM
Autus Asset Management’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,544
| Closed | -$224K | – | 180 |
|
2021
Q4 | $224K | Buy |
1,544
+34
| +2% | +$4.93K | 0.02% | 169 |
|
2021
Q3 | $210K | Hold |
1,510
| – | – | 0.02% | 168 |
|
2021
Q2 | $213K | Sell |
1,510
-20
| -1% | -$2.82K | 0.02% | 166 |
|
2021
Q1 | $208K | Buy |
+1,530
| New | +$208K | 0.02% | 164 |
|
2018
Q3 | – | Sell |
-2,595
| Closed | -$223K | – | 160 |
|
2018
Q2 | $223K | Buy |
2,595
+71
| +3% | +$6.1K | 0.04% | 147 |
|
2018
Q1 | $225K | Sell |
2,524
-75
| -3% | -$6.69K | 0.04% | 143 |
|
2017
Q4 | $256K | Sell |
2,599
-1,025
| -28% | -$101K | 0.05% | 138 |
|
2017
Q3 | $283K | Buy |
3,624
+702
| +24% | +$54.8K | 0.05% | 137 |
|
2017
Q2 | $221K | Sell |
2,922
-720
| -20% | -$54.5K | 0.04% | 144 |
|
2017
Q1 | $263K | Sell |
3,642
-2,099
| -37% | -$152K | 0.06% | 135 |
|
2016
Q4 | $397K | Sell |
5,741
-185
| -3% | -$12.8K | 0.09% | 123 |
|
2016
Q3 | $427K | Sell |
5,926
-2,035
| -26% | -$147K | 0.1% | 120 |
|
2016
Q2 | $582K | Sell |
7,961
-2,791
| -26% | -$204K | 0.13% | 115 |
|
2016
Q1 | $736K | Sell |
10,752
-3,645
| -25% | -$250K | 0.18% | 101 |
|
2015
Q4 | $883K | Buy |
+14,397
| New | +$883K | 0.22% | 96 |
|