BTR Capital Management’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $417K | Hold |
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|
2022
Q1 | $511K | Hold |
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|
2021
Q4 | $496K | Sell |
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|
2021
Q3 | $541K | Sell |
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|
2021
Q2 | $611K | Hold |
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|
2021
Q1 | $588K | Sell |
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|
2020
Q4 | $646K | Buy |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $496K | Buy |
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|
2020
Q1 | $448K | Hold |
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|
2019
Q4 | $468K | Hold |
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|
2019
Q3 | $468K | Hold |
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|
2019
Q2 | $435K | Sell |
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|
2019
Q1 | $409K | Buy |
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|
2018
Q4 | $284K | Hold |
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|
2018
Q3 | $286K | Buy |
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