Berman Capital Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $869K | Buy |
18,714
+5,217
| +39% | +$242K | 0.14% | 82 |
|
|
2021
Q2 | $634K | Buy |
13,497
+2,598
| +24% | +$122K | 0.1% | 100 |
|
|
2021
Q1 | $492K | Buy |
10,899
+1,587
| +17% | +$71.6K | 0.1% | 98 |
|
|
2020
Q4 | $447K | Buy |
9,312
+972
| +12% | +$46.7K | 0.11% | 96 |
|
|
2020
Q3 | $388K | Buy |
8,340
+6
| +0.1% | +$279 | 0.11% | 84 |
|
|
2020
Q2 | $332K | Buy |
8,334
+243
| +3% | +$9.68K | 0.09% | 91 |
|
|
2020
Q1 | $306K | Buy |
8,091
+693
| +9% | +$26.2K | 0.1% | 85 |
|
|
2019
Q4 | $293K | Sell |
7,398
-21
| -0.3% | -$832 | 0.08% | 108 |
|
|
2019
Q3 | $293K | Sell |
7,419
-498
| -6% | -$19.7K | 0.09% | 107 |
|
|
2019
Q2 | $291K | Buy |
7,917
+1,317
| +20% | +$48.4K | 0.09% | 108 |
|
|
2019
Q1 | $214K | Sell |
6,600
-150
| -2% | -$4.86K | 0.07% | 121 |
|
|
2018
Q4 | $209K | Buy |
6,750
+1,686
| +33% | +$52.2K | 0.08% | 103 |
|
|
2018
Q3 | $158K | Buy |
+5,064
| New | +$158K | 0.07% | 103 |
|