BSW
Buckingham Strategic Wealth’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.55M | Sell |
126,229
-10,697
| -8% | -$724K | 0.09% | 103 |
|
|
2024
Q1 | $8.24M | Buy |
136,926
+80,766
| +144% | +$4.86M | 0.09% | 106 |
|
|
2023
Q4 | $8.85M | Sell |
56,160
-2,065
| -4% | -$326K | 0.11% | 106 |
|
|
2023
Q3 | $9.31M | Buy |
58,225
+3,788
| +7% | +$606K | 0.13% | 87 |
|
|
2023
Q2 | $8.56M | Buy |
54,437
+16,335
| +43% | +$2.57M | 0.12% | 95 |
|
|
2023
Q1 | $5.4M | Hold |
38,102
| – | – | 0.1% | 106 |
|
|
2022
Q4 | $5.4M | Buy |
38,102
+1,816
| +5% | +$257K | 0.1% | 106 |
|
|
2022
Q3 | $4.71M | Sell |
36,286
-721
| -2% | -$93.5K | 0.1% | 106 |
|
|
2022
Q2 | $4.5M | Buy |
37,007
+643
| +2% | +$78.2K | 0.09% | 114 |
|
|
2022
Q1 | $5.42M | Sell |
36,364
-1,106
| -3% | -$165K | 0.11% | 102 |
|
|
2021
Q4 | $5.42M | Sell |
37,470
-1,391
| -4% | -$201K | 0.1% | 99 |
|
|
2021
Q3 | $5.42M | Buy |
38,861
+5,069
| +15% | +$706K | 0.11% | 102 |
|
|
2021
Q2 | $4.77M | Buy |
33,792
+111
| +0.3% | +$15.7K | 0.12% | 104 |
|
|
2021
Q1 | $4.58M | Sell |
33,681
-662
| -2% | -$89.9K | 0.23% | 95 |
|
|
2020
Q4 | $4.95M | Buy |
34,343
+1,398
| +4% | +$202K | 0.26% | 90 |
|
|
2020
Q3 | $4.61M | Sell |
32,945
-619
| -2% | -$86.6K | 0.35% | 59 |
|
|
2020
Q2 | $4.02M | Sell |
33,564
-6,877
| -17% | -$824K | 0.38% | 58 |
|
|
2020
Q1 | $4.6M | Buy |
40,441
+2,711
| +7% | +$308K | 0.44% | 50 |
|
|
2019
Q4 | $4.48M | Buy |
37,730
+376
| +1% | +$44.7K | 0.43% | 56 |
|
|
2019
Q3 | $4.43M | Buy |
37,354
+4,998
| +15% | +$593K | 0.48% | 49 |
|
|
2019
Q2 | $3.58M | Buy |
32,356
+7,594
| +31% | +$839K | 0.39% | 56 |
|
|
2019
Q1 | $2.42M | Sell |
24,762
-1,056
| -4% | -$103K | 0.3% | 71 |
|
|
2018
Q4 | $2.41M | Buy |
25,818
+1,375
| +6% | +$128K | 0.37% | 57 |
|
|
2018
Q3 | $2.3M | Buy |
24,443
+632
| +3% | +$59.3K | 0.35% | 58 |
|
|
2018
Q2 | $2.04M | Sell |
23,811
-2,244
| -9% | -$192K | 0.33% | 62 |
|
|
2018
Q1 | $2.32M | Buy |
26,055
+231
| +0.9% | +$20.6K | 0.45% | 47 |
|
|
2017
Q4 | $2.55M | Buy |
25,824
+464
| +2% | +$45.8K | 0.53% | 40 |
|
|
2017
Q3 | $1.98M | Sell |
25,360
-1,387
| -5% | -$108K | 0.47% | 48 |
|
|
2017
Q2 | $2.02M | Buy |
26,747
+13,255
| +98% | +$1M | 0.48% | 46 |
|
|
2017
Q1 | $972K | Buy |
13,492
+617
| +5% | +$44.5K | 0.28% | 78 |
|
|
2016
Q4 | $890K | Buy |
12,875
+265
| +2% | +$18.3K | 0.29% | 74 |
|
|
2016
Q3 | $909K | Buy |
12,610
+1,127
| +10% | +$81.2K | 0.31% | 65 |
|
|
2016
Q2 | $839K | Buy |
11,483
+211
| +2% | +$15.4K | 0.29% | 73 |
|
|
2016
Q1 | $772K | Sell |
11,272
-1,668
| -13% | -$114K | 0.26% | 78 |
|
|
2015
Q4 | $793K | Sell |
12,940
-346
| -3% | -$21.2K | 0.27% | 66 |
|
|
2015
Q3 | $861K | Buy |
13,286
+1,543
| +13% | +$100K | 0.3% | 62 |
|
|
2015
Q2 | $833K | Sell |
11,743
-1,895
| -14% | -$134K | 0.27% | 71 |
|
|
2015
Q1 | $1.12M | Buy |
13,638
+620
| +5% | +$51K | 0.42% | 48 |
|
|
2014
Q4 | $1.12M | Sell |
13,018
-1,342
| -9% | -$115K | 0.43% | 45 |
|
|
2014
Q3 | $1.1M | Buy |
14,360
+3,796
| +36% | +$290K | 0.45% | 46 |
|
|
2014
Q2 | $793K | Sell |
10,564
-1,890
| -15% | -$142K | 0.35% | 54 |
|
|
2014
Q1 | $952K | Sell |
12,454
-345
| -3% | -$26.4K | 0.44% | 46 |
|
|
2013
Q4 | $1.01M | Buy |
12,799
+169
| +1% | +$13.3K | 0.47% | 44 |
|
|
2013
Q3 | $934K | Buy |
12,630
+790
| +7% | +$58.4K | 0.49% | 41 |
|
|
2013
Q2 | $882K | Buy |
+11,840
| New | +$882K | 0.5% | 37 |
|