Briggs Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $356K | Sell |
6,684
-150
| -2% | -$8K | 0.2% | 45 |
|
|
2023
Q2 | $358K | Buy |
6,834
+210
| +3% | +$11K | 0.2% | 46 |
|
|
2023
Q1 | $326K | Hold |
6,624
| – | – | 0.19% | 49 |
|
|
2022
Q4 | $313K | Hold |
6,624
| – | – | 0.2% | 49 |
|
|
2022
Q3 | $286K | Hold |
6,624
| – | – | 0.21% | 45 |
|
|
2022
Q2 | $268K | Hold |
6,624
| – | – | 0.2% | 46 |
|
|
2022
Q1 | $329K | Hold |
6,624
| – | – | 0.22% | 42 |
|
|
2021
Q4 | $319K | Buy |
+6,624
| New | +$319K | 0.22% | 43 |
|