BAM
Bruderman Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,595
| Closed | -$351K | – | 570 |
|
|
2019
Q1 | $351K | Sell |
3,595
-119
| -3% | -$11.6K | 0.08% | 106 |
|
|
2018
Q4 | $346K | Buy |
+3,714
| New | +$346K | 0.09% | 97 |
|
|
2018
Q2 | – | Sell |
-62
| Closed | -$6K | – | 389 |
|
|
2018
Q1 | $6K | Sell |
62
-43,766
| -100% | -$4.24M | ﹤0.01% | 318 |
|
|
2017
Q4 | $4.33M | Buy |
43,828
+8,284
| +23% | +$818K | 1.1% | 31 |
|
|
2017
Q3 | $2.78M | Buy |
35,544
+11,122
| +46% | +$869K | 0.72% | 43 |
|
|
2017
Q2 | $1.85M | Buy |
24,422
+137
| +0.6% | +$10.4K | 0.49% | 52 |
|
|
2017
Q1 | $1.75M | Buy |
24,285
+7,140
| +42% | +$515K | 0.51% | 51 |
|
|
2016
Q4 | $1.19M | Buy |
17,145
+2,156
| +14% | +$149K | 0.36% | 60 |
|
|
2016
Q3 | $1.08M | Sell |
14,989
-291
| -2% | -$21K | 0.32% | 63 |
|
|
2016
Q2 | $1.12M | Sell |
15,280
-462
| -3% | -$33.7K | 0.35% | 59 |
|
|
2016
Q1 | $1.08M | Buy |
15,742
+942
| +6% | +$64.5K | 0.37% | 56 |
|
|
2015
Q4 | $907K | Sell |
14,800
-5,993
| -29% | -$367K | 0.34% | 54 |
|
|
2015
Q3 | $1.35M | Sell |
20,793
-3,512
| -14% | -$228K | 0.53% | 45 |
|
|
2015
Q2 | $1.72M | Sell |
24,305
-4,208
| -15% | -$298K | 0.66% | 38 |
|
|
2015
Q1 | $2.35M | Buy |
+28,513
| New | +$2.35M | 0.91% | 27 |
|