Bridge Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $238K | Sell |
2,944
-31
| -1% | -$2.5K | 0.11% | 91 |
|
|
2024
Q2 | $201K | Buy |
+2,975
| New | +$201K | 0.1% | 95 |
|
|
2023
Q4 | – | Sell |
-6,030
| Closed | -$321K | – | 155 |
|
|
2023
Q3 | $321K | Buy |
6,030
+1,062
| +21% | +$56.6K | 0.11% | 117 |
|
|
2023
Q2 | $260K | Buy |
4,968
+105
| +2% | +$5.5K | 0.1% | 113 |
|
|
2023
Q1 | $239K | Sell |
4,863
-267
| -5% | -$13.1K | 0.09% | 110 |
|
|
2022
Q4 | $243K | Buy |
5,130
+336
| +7% | +$15.9K | 0.1% | 116 |
|
|
2022
Q3 | $207K | Buy |
+4,794
| New | +$207K | 0.1% | 113 |
|
|
2022
Q2 | – | Sell |
-4,131
| Closed | -$205K | – | 124 |
|
|
2022
Q1 | $205K | Buy |
+4,131
| New | +$205K | 0.09% | 95 |
|