Cascadia Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.38M | Buy |
72,657
+5,232
| +8% | +$243K | 0.68% | 36 |
|
|
2021
Q2 | $3.17M | Buy |
67,425
+5,349
| +9% | +$251K | 0.68% | 34 |
|
|
2021
Q1 | $2.81M | Buy |
+62,076
| New | +$2.81M | 0.62% | 41 |
|
|
2020
Q3 | $2.65M | Buy |
56,799
+1,608
| +3% | +$75K | 0.74% | 28 |
|
|
2020
Q2 | $2.2M | Buy |
+55,191
| New | +$2.2M | 0.67% | 41 |
|
|
2019
Q4 | $2.29M | Buy |
+57,795
| New | +$2.29M | 0.65% | 35 |
|