BWM
BNC Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,262
| Closed | -$2.5M | – | 142 |
|
|
2021
Q4 | $2.5M | Buy |
17,262
+92
| +0.5% | +$13.3K | 1.18% | 26 |
|
|
2021
Q3 | $2.39M | Sell |
17,170
-386
| -2% | -$53.8K | 1.42% | 20 |
|
|
2021
Q2 | $2.48M | Sell |
17,556
-390
| -2% | -$55K | 1.5% | 22 |
|
|
2021
Q1 | $2.44M | Buy |
17,946
+244
| +1% | +$33.1K | 1.73% | 19 |
|
|
2020
Q4 | $2.55M | Buy |
17,702
+1,497
| +9% | +$216K | 1.61% | 16 |
|
|
2020
Q3 | $2.27M | Buy |
+16,205
| New | +$2.27M | 1.59% | 15 |
|