Capital Directions Investment Advisors’s Walmart Inc WMT Stock Holding History

Capital Directions Investment Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$6.95K	Buy	+147	New	+$6.98K	﹤0.01%	216
2022 Q3	–	Sell	-252	Closed	-$11K	–	196
2022 Q2	$10K	Hold	252	–	–	﹤0.01%	215
2022 Q1	$13K	Buy	+252	New	+$11.8K	﹤0.01%	222
2021 Q4	–	Sell	-147	Closed	-$7K	–	241
2021 Q3	$7K	Sell	147 -180	-55%	-$8.67K	﹤0.01%	241
2021 Q2	$15K	Buy	+327	New	+$15.2K	﹤0.01%	193
2021 Q1	–	Sell	-147	Closed	-$7K	–	362
2020 Q4	$7K	Hold	147	–	–	﹤0.01%	184
2020 Q3	$7K	Hold	147	–	–	﹤0.01%	190
2020 Q2	$6K	Sell	147 -312	-68%	-$12.8K	﹤0.01%	197
2020 Q1	$17K	Hold	459	–	–	0.01%	177
2019 Q4	$18K	Hold	459	–	–	0.01%	197
2019 Q3	$18K	Buy	+459	New	+$17.3K	0.01%	191
2018 Q3	–	Sell	-147	Closed	-$4K	–	238
2018 Q2	$4K	Buy	+147	New	+$4.18K	﹤0.01%	141

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Directions Investment Advisors's WMT Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Walmart Inc (WMT) in Q4 2022: 147 shares worth $6.95K. The stake represents ﹤0.01% of the portfolio and ranks #216 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in WMT as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in WMT in Q2 2018 and has held it in 12 quarters since. The position peaked at $18K in Q4 2019. 2,806 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

Capital Directions Investment Advisors held 147 shares of Walmart Inc worth $6.95K as of Q4 2022.
Walmart Inc was a new Capital Directions Investment Advisors position in Q4 2022.
Walmart Inc made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #216 holding.
Capital Directions Investment Advisors first reported a position in Walmart Inc in Q2 2018 and has held it in 12 quarters since.
Capital Directions Investment Advisors's Walmart Inc position peaked at $18K in Q4 2019.
2,806 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.