Concert Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-14,574
| Closed | -$366K | – | 146 |
|
|
2017
Q2 | $366K | Sell |
14,574
-20,712
| -59% | -$520K | 0.36% | 83 |
|
|
2017
Q1 | $814K | Sell |
35,286
-20,454
| -37% | -$472K | 0.18% | 163 |
|
|
2016
Q4 | $1.29M | Sell |
55,740
-51,180
| -48% | -$1.18M | 0.29% | 102 |
|
|
2016
Q3 | $2.56M | Buy |
106,920
+2,679
| +3% | +$64.1K | 0.31% | 67 |
|
|
2016
Q2 | $2.54M | Buy |
104,241
+15,963
| +18% | +$389K | 0.34% | 59 |
|
|
2016
Q1 | $2.02M | Buy |
88,278
+36,177
| +69% | +$829K | 0.27% | 92 |
|
|
2015
Q4 | $1.06M | Buy |
52,101
+4,248
| +9% | +$86.2K | 0.14% | 176 |
|
|
2015
Q3 | $1.03M | Buy |
47,853
+5,808
| +14% | +$125K | 0.14% | 185 |
|
|
2015
Q2 | $991K | Sell |
42,045
-1,581
| -4% | -$37.3K | 0.13% | 207 |
|
|
2015
Q1 | $500K | Buy |
43,626
+480
| +1% | +$5.5K | 0.14% | 204 |
|
|
2014
Q4 | $1.24M | Buy |
43,146
+12,666
| +42% | +$363K | 0.19% | 137 |
|
|
2014
Q3 | $781K | Sell |
30,480
-291
| -0.9% | -$7.46K | 0.11% | 182 |
|
|
2014
Q2 | $740K | Buy |
30,771
+2,754
| +10% | +$66.2K | 0.09% | 199 |
|
|
2014
Q1 | $717K | Buy |
28,017
+672
| +2% | +$17.2K | 0.09% | 199 |
|
|
2013
Q4 | $724K | Sell |
27,345
-4,797
| -15% | -$127K | 0.09% | 195 |
|
|
2013
Q3 | $760K | Buy |
32,142
+5,271
| +20% | +$125K | 0.11% | 177 |
|
|
2013
Q2 | $660K | Buy |
+26,871
| New | +$660K | 0.1% | 176 |
|