BerganKDV Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.2M | Sell |
80,103
-861
| -1% | -$45.1K | 0.42% | 54 |
|
|
2023
Q1 | $3.98M | Buy |
80,964
+5,478
| +7% | +$269K | 0.41% | 58 |
|
|
2022
Q4 | $3.57M | Buy |
75,486
+6,222
| +9% | +$294K | 0.39% | 59 |
|
|
2022
Q3 | $2.99M | Buy |
69,264
+3,825
| +6% | +$165K | 0.36% | 60 |
|
|
2022
Q2 | $2.65M | Buy |
65,439
+2,166
| +3% | +$87.8K | 0.3% | 75 |
|
|
2022
Q1 | $3.14M | Sell |
63,273
-747
| -1% | -$37.1K | 0.34% | 67 |
|
|
2021
Q4 | $3.09M | Buy |
64,020
+954
| +2% | +$46K | 0.32% | 66 |
|
|
2021
Q3 | $2.93M | Buy |
63,066
+273
| +0.4% | +$12.7K | 0.33% | 64 |
|
|
2021
Q2 | $2.95M | Sell |
62,793
-3,291
| -5% | -$155K | 0.35% | 60 |
|
|
2021
Q1 | $2.99M | Buy |
66,084
+1,362
| +2% | +$61.7K | 0.38% | 57 |
|
|
2020
Q4 | $3.11M | Sell |
64,722
-4,650
| -7% | -$223K | 0.44% | 46 |
|
|
2020
Q3 | $3.24M | Buy |
69,372
+987
| +1% | +$46K | 0.51% | 41 |
|
|
2020
Q2 | $2.73M | Buy |
68,385
+852
| +1% | +$34K | 0.47% | 45 |
|
|
2020
Q1 | $2.56M | Buy |
67,533
+2,919
| +5% | +$111K | 0.52% | 41 |
|
|
2019
Q4 | $2.56M | Buy |
64,614
+1,734
| +3% | +$68.7K | 0.46% | 48 |
|
|
2019
Q3 | $2.49M | Buy |
62,880
+7,986
| +15% | +$316K | 0.49% | 45 |
|
|
2019
Q2 | $2.02M | Buy |
54,894
+3,177
| +6% | +$117K | 0.4% | 56 |
|
|
2019
Q1 | $1.68M | Sell |
51,717
-1,413
| -3% | -$45.9K | 0.34% | 62 |
|
|
2018
Q4 | $1.65M | Buy |
53,130
+2,112
| +4% | +$65.6K | 0.39% | 50 |
|
|
2018
Q3 | $1.6M | Buy |
51,018
+330
| +0.7% | +$10.3K | 0.34% | 56 |
|
|
2018
Q2 | $1.45M | Buy |
50,688
+4,767
| +10% | +$136K | 0.32% | 58 |
|
|
2018
Q1 | $1.36M | Sell |
45,921
-657
| -1% | -$19.5K | 0.37% | 57 |
|
|
2017
Q4 | $1.53M | Buy |
46,578
+48
| +0.1% | +$1.58K | 0.37% | 52 |
|
|
2017
Q3 | $1.21M | Buy |
46,530
+9,672
| +26% | +$252K | 0.3% | 67 |
|
|
2017
Q2 | $930K | Buy |
36,858
+1,890
| +5% | +$47.7K | 0.26% | 73 |
|
|
2017
Q1 | $840K | Buy |
34,968
+3,489
| +11% | +$83.8K | 0.25% | 79 |
|
|
2016
Q4 | $725K | Buy |
31,479
+20,634
| +190% | +$475K | 0.24% | 86 |
|
|
2016
Q3 | $261K | Sell |
10,845
-264
| -2% | -$6.35K | 0.09% | 138 |
|
|
2016
Q2 | $270K | Buy |
11,109
+600
| +6% | +$14.6K | 0.12% | 126 |
|
|
2016
Q1 | $240K | Buy |
+10,509
| New | +$240K | 0.14% | 125 |
|