DCM Advisors’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 |
-4,800
| Closed | -$252K | – | 114 |
|
|
2023
Q4 | $252K | Buy |
+4,800
| New | +$252K | 0.09% | 103 |
|
|
2021
Q4 | – | Sell |
-6,498
| Closed | -$302K | – | 323 |
|
|
2021
Q3 | $302K | Sell |
6,498
-861
| -12% | -$40K | 0.12% | 185 |
|
|
2021
Q2 | $346K | Buy |
7,359
+42
| +0.6% | +$1.98K | 0.2% | 142 |
|
|
2021
Q1 | $331K | Sell |
7,317
-31,854
| -81% | -$1.44M | 0.19% | 145 |
|
|
2020
Q4 | $1.88M | Buy |
+39,171
| New | +$1.88M | 1.1% | 16 |
|