Curi 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
Q1 | – | Sell |
-6,435
| Closed | -$338K | – | 154 |
|
|
2023
Q4 | $338K | Sell |
6,435
-957
| -13% | -$50.3K | 0.05% | 114 |
|
|
2023
Q3 | $394K | Sell |
7,392
-69
| -0.9% | -$3.68K | 0.06% | 95 |
|
|
2023
Q2 | $391K | Hold |
7,461
| – | – | 0.05% | 108 |
|
|
2023
Q1 | $367K | Sell |
7,461
-432
| -5% | -$21.2K | 0.05% | 105 |
|
|
2022
Q4 | $373K | Buy |
7,893
+1,821
| +30% | +$86.1K | 0.05% | 128 |
|
|
2022
Q3 | $262K | Buy |
6,072
+3,312
| +120% | +$143K | 0.04% | 143 |
|
|
2022
Q2 | $112K | Buy |
2,760
+2,487
| +911% | +$101K | 0.02% | 165 |
|
|
2022
Q1 | $13K | Sell |
273
-33
| -11% | -$1.57K | ﹤0.01% | 334 |
|
|
2021
Q4 | $14K | Buy |
+306
| New | +$14K | ﹤0.01% | 286 |
|
|
2021
Q1 | – | Sell |
-267
| Closed | -$12K | – | 496 |
|
|
2020
Q4 | $12K | Buy |
+267
| New | +$12K | 0.01% | 233 |
|