BIA
Barry Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,578
| Closed | -$252K | – | 120 |
|
|
2023
Q3 | $252K | Buy |
1,578
+3
| +0.2% | +$480 | 0.09% | 97 |
|
|
2023
Q2 | $248K | Sell |
1,575
-32
| -2% | -$5.03K | 0.08% | 106 |
|
|
2023
Q1 | $237K | Buy |
1,607
+29
| +2% | +$4.28K | 0.08% | 102 |
|
|
2022
Q4 | $225K | Sell |
1,578
-5
| -0.3% | -$712 | 0.07% | 104 |
|
|
2022
Q3 | $205K | Buy |
+1,583
| New | +$205K | 0.07% | 107 |
|
|
2022
Q2 | – | Sell |
-1,569
| Closed | -$234K | – | 134 |
|
|
2022
Q1 | $234K | Buy |
1,569
+6
| +0.4% | +$895 | 0.06% | 116 |
|
|
2021
Q4 | $227K | Hold |
1,563
| – | – | 0.06% | 120 |
|
|
2021
Q3 | $218K | Buy |
1,563
+6
| +0.4% | +$837 | 0.06% | 111 |
|
|
2021
Q2 | $220K | Buy |
1,557
+12
| +0.8% | +$1.7K | 0.06% | 109 |
|
|
2021
Q1 | $210K | Buy |
1,545
+54
| +4% | +$7.34K | 0.06% | 109 |
|
|
2020
Q4 | $216K | Sell |
1,491
-144
| -9% | -$20.9K | 0.06% | 97 |
|
|
2020
Q3 | $229K | Buy |
+1,635
| New | +$229K | 0.08% | 79 |
|