AFS
Axiom Financial Strategies’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,835
| Closed | -$627K | – | 71 |
|
2022
Q3 | $627K | Sell |
4,835
-67
| -1% | -$8.69K | 0.33% | 39 |
|
2022
Q2 | $596K | Buy |
4,902
+14
| +0.3% | +$1.7K | 0.31% | 41 |
|
2022
Q1 | $748K | Sell |
4,888
-9
| -0.2% | -$1.38K | 0.38% | 37 |
|
2021
Q4 | $709K | Buy |
4,897
+150
| +3% | +$21.7K | 0.32% | 36 |
|
2021
Q3 | $662K | Buy |
4,747
+11
| +0.2% | +$1.53K | 0.31% | 36 |
|
2021
Q2 | $668K | Buy |
4,736
+308
| +7% | +$43.4K | 0.31% | 34 |
|
2021
Q1 | $601K | Buy |
4,428
+58
| +1% | +$7.87K | 0.3% | 38 |
|
2020
Q4 | $611K | Hold |
4,370
| – | – | 0.37% | 36 |
|
2020
Q3 | $611K | Buy |
4,370
+1,332
| +44% | +$186K | 0.37% | 36 |
|
2020
Q2 | $364K | Sell |
3,038
-199
| -6% | -$23.8K | 0.24% | 40 |
|
2020
Q1 | $368K | Buy |
+3,237
| New | +$368K | 0.3% | 40 |
|