Caliber Wealth Management (Utah)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.86M | Buy |
47,503
+1,780
| +4% | +$107K | 1.52% | 27 |
|
|
2023
Q4 | $2.4M | Buy |
45,723
+1,425
| +3% | +$74.9K | 1.41% | 30 |
|
|
2023
Q3 | $2.36M | Buy |
44,298
+2,808
| +7% | +$150K | 1.59% | 22 |
|
|
2023
Q2 | $2.17M | Buy |
41,490
+1,872
| +5% | +$98.1K | 1.46% | 26 |
|
|
2023
Q1 | $1.95M | Sell |
39,618
-141
| -0.4% | -$6.93K | 1.46% | 31 |
|
|
2022
Q4 | $1.88M | Buy |
+39,759
| New | +$1.88M | 1.44% | 24 |
|
|
2021
Q3 | – | Sell |
-11,472
| Closed | -$539K | – | 76 |
|
|
2021
Q2 | $539K | Sell |
11,472
-23,379
| -67% | -$1.1M | 0.38% | 65 |
|
|
2021
Q1 | $1.58M | Buy |
34,851
+5,442
| +19% | +$246K | 1.15% | 33 |
|
|
2020
Q4 | $1.41M | Buy |
+29,409
| New | +$1.41M | 1.39% | 31 |
|