Catamount Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-582
| Closed | -$19K | – | 219 |
|
|
2018
Q4 | $19K | Hold |
582
| – | – | 0.01% | 105 |
|
|
2018
Q3 | $18K | Hold |
582
| – | – | 0.01% | 124 |
|
|
2018
Q2 | $17K | Buy |
582
+432
| +288% | +$12.6K | 0.01% | 123 |
|
|
2018
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 165 |
|
|
2017
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 164 |
|
|
2017
Q2 | – | Sell |
-9,600
| Closed | -$231K | – | 196 |
|
|
2017
Q1 | $231K | Buy |
9,600
+6,600
| +220% | +$159K | 0.16% | 35 |
|
|
2016
Q4 | $69K | Hold |
3,000
| – | – | 0.06% | 58 |
|
|
2016
Q3 | $72K | Buy |
+3,000
| New | +$72K | 0.06% | 56 |
|