Buckley Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,299
| Closed | -$211K | – | 132 |
|
|
2023
Q1 | $211K | Sell |
4,299
-300
| -7% | -$14.7K | 0.08% | 99 |
|
|
2022
Q4 | $217K | Sell |
4,599
-600
| -12% | -$28.4K | 0.08% | 101 |
|
|
2022
Q3 | $225K | Sell |
5,199
-300
| -5% | -$13K | 0.08% | 104 |
|
|
2022
Q2 | $223K | Sell |
5,499
-177
| -3% | -$7.18K | 0.07% | 132 |
|
|
2022
Q1 | $282K | Sell |
5,676
-822
| -13% | -$40.8K | 0.08% | 128 |
|
|
2021
Q4 | $313K | Buy |
6,498
+693
| +12% | +$33.4K | 0.09% | 109 |
|
|
2021
Q3 | $270K | Buy |
5,805
+60
| +1% | +$2.79K | 0.09% | 115 |
|
|
2021
Q2 | $270K | Buy |
5,745
+27
| +0.5% | +$1.27K | 0.09% | 110 |
|
|
2021
Q1 | $259K | Buy |
+5,718
| New | +$259K | 0.1% | 112 |
|