BAM
Baldrige Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $73K | Buy |
498
+2
| +0.4% | +$293 | 0.03% | 156 |
|
|
2022
Q4 | $70K | Buy |
496
+27
| +6% | +$3.81K | 0.03% | 158 |
|
|
2022
Q3 | $61K | Hold |
469
| – | – | 0.03% | 157 |
|
|
2022
Q2 | $57K | Hold |
469
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $70K | Hold |
469
| – | – | 0.03% | 153 |
|
|
2021
Q4 | $68K | Sell |
469
-21
| -4% | -$3.05K | 0.03% | 149 |
|
|
2021
Q3 | $68K | Sell |
490
-48
| -9% | -$6.66K | 0.03% | 148 |
|
|
2021
Q2 | $76K | Buy |
+538
| New | +$76K | 0.03% | 143 |
|