BFG
Barber Financial Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $491K | Sell |
3,327
-152
| -4% | -$22.4K | 0.09% | 76 |
|
|
2022
Q4 | $493K | Sell |
3,479
-50
| -1% | -$7.09K | 0.14% | 71 |
|
|
2022
Q3 | $458K | Buy |
3,529
+168
| +5% | +$21.8K | 0.13% | 71 |
|
|
2022
Q2 | $409K | Sell |
3,361
-116
| -3% | -$14.1K | 0.07% | 83 |
|
|
2022
Q1 | $518K | Sell |
3,477
-63
| -2% | -$9.39K | 0.07% | 76 |
|
|
2021
Q4 | $512K | Sell |
3,540
-618
| -15% | -$89.4K | 0.06% | 87 |
|
|
2021
Q3 | $579K | Buy |
4,158
+103
| +3% | +$14.3K | 0.07% | 84 |
|
|
2021
Q2 | $572K | Sell |
4,055
-377
| -9% | -$53.2K | 0.08% | 86 |
|
|
2021
Q1 | $602K | Sell |
4,432
-1,887
| -30% | -$256K | 0.09% | 78 |
|
|
2020
Q4 | $911K | Sell |
6,319
-104
| -2% | -$15K | 0.17% | 63 |
|
|
2020
Q3 | $899K | Buy |
6,423
+489
| +8% | +$68.4K | 0.2% | 54 |
|
|
2020
Q2 | $711K | Sell |
5,934
-121
| -2% | -$14.5K | 0.17% | 57 |
|
|
2020
Q1 | $688K | Buy |
6,055
+352
| +6% | +$40K | 0.22% | 53 |
|
|
2019
Q4 | $678K | Sell |
5,703
-243
| -4% | -$28.9K | 0.14% | 76 |
|
|
2019
Q3 | $706K | Sell |
5,946
-117
| -2% | -$13.9K | 0.15% | 72 |
|
|
2019
Q2 | $670K | Buy |
6,063
+233
| +4% | +$25.7K | 0.16% | 70 |
|
|
2019
Q1 | $569K | Buy |
5,830
+1
| +0% | +$98 | 0.11% | 73 |
|
|
2018
Q4 | $543K | Sell |
5,829
-16
| -0.3% | -$1.49K | 0.12% | 74 |
|
|
2018
Q3 | $549K | Buy |
5,845
+200
| +4% | +$18.8K | 0.13% | 71 |
|
|
2018
Q2 | $483K | Buy |
5,645
+238
| +4% | +$20.4K | 0.14% | 77 |
|
|
2018
Q1 | $481K | Sell |
5,407
-1,399
| -21% | -$124K | 0.13% | 81 |
|
|
2017
Q4 | $672K | Buy |
6,806
+1,733
| +34% | +$171K | 0.17% | 67 |
|
|
2017
Q3 | $396K | Buy |
5,073
+300
| +6% | +$23.4K | 0.11% | 65 |
|
|
2017
Q2 | $361K | Sell |
4,773
-573
| -11% | -$43.3K | 0.12% | 54 |
|
|
2017
Q1 | $385K | Sell |
5,346
-352
| -6% | -$25.4K | 0.13% | 56 |
|
|
2016
Q4 | $394K | Buy |
+5,698
| New | +$394K | 0.14% | 56 |
|