BIA
Benchmark Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,531
| Closed | -$816K | – | 95 |
|
|
2023
Q1 | $816K | Buy |
+5,531
| New | +$816K | 0.84% | 39 |
|
|
2022
Q2 | – | Sell |
-2,225
| Closed | -$331K | – | 105 |
|
|
2022
Q1 | $331K | Sell |
2,225
-383
| -15% | -$57K | 0.25% | 99 |
|
|
2021
Q4 | $377K | Buy |
+2,608
| New | +$377K | 0.31% | 78 |
|