Cassady Schiller Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $96.8K | Buy |
1,072
+49
| +5% | +$4.43K | 0.04% | 161 |
|
|
2024
Q3 | $82.6K | Hold |
1,023
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $69.3K | Hold |
1,023
| – | – | 0.03% | 174 |
|
|
2024
Q1 | $61.5K | Buy |
1,023
+27
| +3% | +$1.62K | 0.03% | 197 |
|
|
2023
Q4 | $52.3K | Hold |
996
| – | – | 0.03% | 197 |
|
|
2023
Q3 | $53.1K | Hold |
996
| – | – | 0.03% | 190 |
|
|
2023
Q2 | $52.2K | Hold |
996
| – | – | 0.03% | 190 |
|
|
2023
Q1 | $48.9K | Sell |
996
-705
| -41% | -$34.6K | 0.02% | 200 |
|
|
2022
Q4 | $80.5K | Buy |
+1,701
| New | +$80.5K | 0.05% | 151 |
|
|
2022
Q1 | – | Sell |
-1,527
| Closed | -$74K | – | 608 |
|
|
2021
Q4 | $74K | Buy |
+1,527
| New | +$74K | 0.04% | 168 |
|