Balasa Dinverno & Foltz’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.78M | Buy |
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|
2022
Q2 | $3.94M | Sell |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $5.86M | Sell |
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|
2021
Q3 | $5.84M | Buy |
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|
2021
Q2 | $5.81M | Sell |
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|
2021
Q1 | $5.71M | Sell |
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|
2020
Q4 | $6.29M | Buy |
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|
2020
Q3 | $5.83M | Sell |
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|
2020
Q2 | $4.99M | Sell |
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|
2020
Q1 | $4.88M | Sell |
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|
2019
Q4 | $5.3M | Buy |
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|
2019
Q3 | $5.12M | Buy |
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|
2019
Q2 | $4.39M | Sell |
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|
2019
Q1 | $3.92M | Sell |
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|
2018
Q4 | $3.9M | Sell |
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|
2018
Q3 | $4.32M | Buy |
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|
2018
Q2 | $3.92M | Sell |
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|
2018
Q1 | $4.1M | Sell |
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|
2017
Q4 | $4.75M | Buy |
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|
2017
Q3 | $3.71M | Buy |
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|
2017
Q2 | $3.43M | Buy |
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|
2017
Q1 | $3.04M | Buy |
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|
2016
Q4 | $858K | Buy |
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|
2016
Q3 | $625K | Buy |
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|
2016
Q2 | $565K | Buy |
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|
2016
Q1 | $529K | Sell |
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|
2015
Q4 | $558K | Sell |
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|
2015
Q3 | $838K | Buy |
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|
2015
Q2 | $885K | Sell |
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|
2015
Q1 | $1.14M | Sell |
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|
2014
Q4 | $1.2M | Sell |
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|
2014
Q3 | $1.07M | Sell |
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|
2014
Q2 | $1.07M | Sell |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $1.12M | Sell |
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|
2013
Q3 | $1.11M | Sell |
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|
2013
Q2 | $1.2M | Buy |
|