Clear Point Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,358
| Closed | -$110K | – | 531 |
|
|
2024
Q3 | $110K | Buy |
1,358
+54
| +4% | +$4.36K | 0.08% | 143 |
|
|
2024
Q2 | $88.3K | Buy |
1,304
+106
| +9% | +$7.18K | 0.07% | 152 |
|
|
2024
Q1 | $72.1K | Buy |
1,198
+304
| +34% | +$18.3K | 0.06% | 164 |
|
|
2023
Q4 | $47K | Buy |
+894
| New | +$47K | 0.04% | 194 |
|