CIA
Cascade Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7
| Closed | -$1.01K | – | 271 |
|
|
2021
Q4 | $1.01K | Hold |
7
| – | – | ﹤0.01% | 259 |
|
|
2021
Q3 | $975 | Hold |
7
| – | – | ﹤0.01% | 256 |
|
|
2021
Q2 | $987 | Hold |
7
| – | – | ﹤0.01% | 258 |
|
|
2021
Q1 | $950 | Buy |
+7
| New | +$950 | ﹤0.01% | 270 |
|
|
2020
Q1 | – | Sell |
-7,250
| Closed | -$862K | – | 256 |
|
|
2019
Q4 | $862K | Sell |
7,250
-2,705
| -27% | -$321K | 0.66% | 72 |
|
|
2019
Q3 | $1.18M | Sell |
9,955
-910
| -8% | -$108K | 0.91% | 47 |
|
|
2019
Q2 | $1.2M | Sell |
10,865
-400
| -4% | -$44.2K | 1.02% | 41 |
|
|
2019
Q1 | $1.1M | Sell |
11,265
-1,510
| -12% | -$147K | 0.99% | 43 |
|
|
2018
Q4 | $1.19M | Sell |
12,775
-175
| -1% | -$16.3K | 1.2% | 29 |
|
|
2018
Q3 | $1.22M | Sell |
12,950
-175
| -1% | -$16.4K | 1.03% | 39 |
|
|
2018
Q2 | $1.12M | Sell |
13,125
-1,535
| -10% | -$131K | 1% | 42 |
|
|
2018
Q1 | $1.3M | Sell |
14,660
-225
| -2% | -$20K | 1.03% | 43 |
|
|
2017
Q4 | $1.47M | Sell |
14,885
-295
| -2% | -$29.1K | 1.17% | 32 |
|
|
2017
Q3 | $1.19M | Sell |
15,180
-1,010
| -6% | -$78.9K | 0.99% | 47 |
|
|
2017
Q2 | $1.23M | Sell |
16,190
-200
| -1% | -$15.1K | 1.04% | 44 |
|
|
2017
Q1 | $1.18M | Sell |
16,390
-10
| -0.1% | -$721 | 1.04% | 47 |
|
|
2016
Q4 | $1.13M | Buy |
+16,400
| New | +$1.13M | 0.96% | 50 |
|
|
2016
Q2 | $1.16M | Buy |
+15,890
| New | +$1.16M | 1.12% | 44 |
|