Cabot Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,091
| Closed | -$206K | – | 157 |
|
|
2022
Q2 | $206K | Sell |
5,091
-1,020
| -17% | -$41.3K | 0.03% | 150 |
|
|
2022
Q1 | $303K | Sell |
6,111
-90
| -1% | -$4.46K | 0.04% | 139 |
|
|
2021
Q4 | $299K | Buy |
6,201
+90
| +1% | +$4.34K | 0.04% | 141 |
|
|
2021
Q3 | $284K | Hold |
6,111
| – | – | 0.04% | 140 |
|
|
2021
Q2 | $287K | Hold |
6,111
| – | – | 0.04% | 139 |
|
|
2021
Q1 | $277K | Buy |
+6,111
| New | +$277K | 0.04% | 137 |
|