CYG
Clean Yield Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Hold |
4,101
| – | – | 0.12% | 97 |
|
|
2025
Q1 | $360K | Hold |
4,101
| – | – | 0.12% | 100 |
|
|
2024
Q4 | $371K | Hold |
4,101
| – | – | 0.12% | 103 |
|
|
2024
Q3 | $331K | Sell |
4,101
-624
| -13% | -$50.4K | 0.1% | 110 |
|
|
2024
Q2 | $320K | Hold |
4,725
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $284K | Buy |
4,725
+3,150
| +200% | +$190K | 0.11% | 110 |
|
|
2023
Q4 | $248K | Hold |
1,575
| – | – | 0.1% | 109 |
|
|
2023
Q3 | $249K | Sell |
1,575
-41
| -3% | -$6.49K | 0.11% | 109 |
|
|
2023
Q2 | $254K | Buy |
1,616
+41
| +3% | +$6.44K | 0.1% | 111 |
|
|
2023
Q1 | $232K | Sell |
1,575
-175
| -10% | -$25.8K | 0.1% | 114 |
|
|
2022
Q4 | $248K | Buy |
1,750
+150
| +9% | +$21.3K | 0.11% | 113 |
|
|
2022
Q3 | $208K | Buy |
1,600
+50
| +3% | +$6.5K | 0.1% | 118 |
|
|
2022
Q2 | $188K | Hold |
1,550
| – | – | 0.08% | 137 |
|
|
2022
Q1 | $231K | Hold |
1,550
| – | – | 0.08% | 134 |
|
|
2021
Q4 | $224K | Sell |
1,550
-31
| -2% | -$4.48K | 0.07% | 145 |
|
|
2021
Q3 | $220K | Buy |
1,581
+540
| +52% | +$75.1K | 0.07% | 148 |
|
|
2021
Q2 | $147K | Buy |
+1,041
| New | +$147K | 0.05% | 169 |
|
|
2021
Q1 | – | Sell |
-949
| Closed | -$137K | – | 385 |
|
|
2020
Q4 | $137K | Buy |
949
+325
| +52% | +$46.9K | 0.05% | 167 |
|
|
2020
Q3 | $87K | Buy |
624
+41
| +7% | +$5.72K | 0.04% | 180 |
|
|
2020
Q2 | $70K | Hold |
583
| – | – | 0.03% | 188 |
|
|
2020
Q1 | $66K | Sell |
583
-2,450
| -81% | -$277K | 0.03% | 177 |
|
|
2019
Q4 | $360K | Hold |
3,033
| – | – | 0.11% | 108 |
|
|
2019
Q3 | $360K | Sell |
3,033
-1,590
| -34% | -$189K | 0.12% | 105 |
|
|
2019
Q2 | $511K | Sell |
4,623
-15
| -0.3% | -$1.66K | 0.18% | 80 |
|
|
2019
Q1 | $452K | Sell |
4,638
-2
| -0% | -$195 | 0.18% | 87 |
|
|
2018
Q4 | $432K | Buy |
4,640
+1,020
| +28% | +$95K | 0.19% | 93 |
|
|
2018
Q3 | $340K | Buy |
3,620
+284
| +9% | +$26.7K | 0.14% | 111 |
|
|
2018
Q2 | $286K | Buy |
3,336
+116
| +4% | +$9.95K | 0.12% | 115 |
|
|
2018
Q1 | $286K | Hold |
3,220
| – | – | 0.12% | 116 |
|
|
2017
Q4 | $318K | Hold |
3,220
| – | – | 0.13% | 113 |
|
|
2017
Q3 | $252K | Hold |
3,220
| – | – | 0.1% | 123 |
|
|
2017
Q2 | $246K | Hold |
3,220
| – | – | 0.1% | 124 |
|
|
2017
Q1 | $232K | Hold |
3,220
| – | – | 0.1% | 124 |
|
|
2016
Q4 | $223K | Hold |
3,220
| – | – | 0.1% | 120 |
|
|
2016
Q3 | $232K | Hold |
3,220
| – | – | 0.1% | 120 |
|
|
2016
Q2 | $235K | Hold |
3,220
| – | – | 0.1% | 114 |
|
|
2016
Q1 | $222K | Hold |
3,220
| – | – | 0.1% | 116 |
|
|
2015
Q4 | $206K | Buy |
+3,220
| New | +$206K | 0.1% | 120 |
|
|
2015
Q2 | – | Sell |
-1,720
| Closed | -$141K | – | 296 |
|
|
2015
Q1 | $141K | Buy |
+1,720
| New | +$141K | 0.06% | 140 |
|