Baron Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,295
| Closed | -$93K | – | 202 |
|
|
2022
Q2 | $93K | Hold |
2,295
| – | – | 0.06% | 60 |
|
|
2022
Q1 | $114K | Hold |
2,295
| – | – | 0.07% | 61 |
|
|
2021
Q4 | $111K | Hold |
2,295
| – | – | 0.06% | 65 |
|
|
2021
Q3 | $107K | Hold |
2,295
| – | – | 0.06% | 63 |
|
|
2021
Q2 | $108K | Sell |
2,295
-90
| -4% | -$4.23K | 0.07% | 65 |
|
|
2021
Q1 | $108K | Buy |
2,385
+945
| +66% | +$42.8K | 0.07% | 62 |
|
|
2020
Q4 | $69.2K | Hold |
1,440
| – | – | 0.06% | 75 |
|
|
2020
Q3 | $67.2K | Buy |
+1,440
| New | +$67.2K | 0.06% | 72 |
|