Benedetti & Gucer’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $442K | Sell |
7,338
-387
| -5% | -$23.3K | 0.22% | 77 |
|
|
2023
Q4 | $406K | Buy |
7,725
+75
| +1% | +$3.94K | 0.21% | 88 |
|
|
2023
Q3 | $408K | Hold |
7,650
| – | – | 0.22% | 82 |
|
|
2023
Q2 | $401K | Sell |
7,650
-633
| -8% | -$33.2K | 0.21% | 85 |
|
|
2023
Q1 | $407K | Buy |
8,283
+3,456
| +72% | +$170K | 0.23% | 87 |
|
|
2022
Q4 | $228K | Buy |
+4,827
| New | +$228K | 0.17% | 83 |
|
|
2022
Q1 | – | Sell |
-4,578
| Closed | -$220K | – | 112 |
|
|
2021
Q4 | $220K | Sell |
4,578
-468
| -9% | -$22.5K | 0.15% | 84 |
|
|
2021
Q3 | $234K | Sell |
5,046
-312
| -6% | -$14.5K | 0.18% | 75 |
|
|
2021
Q2 | $251K | Sell |
5,358
-1,200
| -18% | -$56.2K | 0.23% | 66 |
|
|
2021
Q1 | $296K | Buy |
+6,558
| New | +$296K | 0.27% | 58 |
|