Doyle Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $25.2M | Buy |
581,844
+1,791
| +0.3% | +$77.4K | 2.16% | 7 |
|
|
2022
Q2 | $23.5M | Sell |
580,053
-1,467
| -0.3% | -$59.5K | 1.9% | 9 |
|
|
2022
Q1 | $28.9M | Buy |
581,520
+14,823
| +3% | +$736K | 2.08% | 11 |
|
|
2021
Q4 | $27.3M | Buy |
566,697
+11,586
| +2% | +$559K | 1.96% | 11 |
|
|
2021
Q3 | $25.8M | Buy |
555,111
+5,106
| +0.9% | +$237K | 2.05% | 11 |
|
|
2021
Q2 | $25.9M | Buy |
550,005
+12,945
| +2% | +$609K | 2.14% | 9 |
|
|
2021
Q1 | $24.3M | Buy |
537,060
+561
| +0.1% | +$25.4K | 2.33% | 10 |
|
|
2020
Q4 | $25.8M | Buy |
536,499
+3,180
| +0.6% | +$153K | 2.62% | 8 |
|
|
2020
Q3 | $24.9M | Sell |
533,319
-81,552
| -13% | -$3.8M | 2.89% | 5 |
|
|
2020
Q2 | $24.6M | Sell |
614,871
-24,303
| -4% | -$970K | 3.23% | 4 |
|
|
2020
Q1 | $24.2M | Sell |
639,174
-1,086
| -0.2% | -$41.1K | 3.85% | 2 |
|
|
2019
Q4 | $25.4M | Buy |
640,260
+12,009
| +2% | +$476K | 3.17% | 2 |
|
|
2019
Q3 | $24.9M | Buy |
628,251
+9,837
| +2% | +$389K | 3.43% | 2 |
|
|
2019
Q2 | $22.8M | Sell |
618,414
-2,448
| -0.4% | -$90.2K | 3.15% | 3 |
|
|
2019
Q1 | $21.1M | Buy |
620,862
+4,020
| +0.7% | +$137K | 3.07% | 5 |
|
|
2018
Q4 | $19.2M | Sell |
616,842
-4,083
| -0.7% | -$127K | 3.23% | 6 |
|
|
2018
Q3 | $19.4M | Buy |
620,925
+5,361
| +0.9% | +$168K | 3.02% | 7 |
|
|
2018
Q2 | $17.6M | Buy |
615,564
+25,125
| +4% | +$717K | 2.9% | 7 |
|
|
2018
Q1 | $17.5M | Buy |
590,439
+27,546
| +5% | +$817K | 2.95% | 6 |
|
|
2017
Q4 | $18.5M | Sell |
562,893
-20,412
| -3% | -$672K | 3.13% | 5 |
|
|
2017
Q3 | $15.2M | Buy |
583,305
+49,170
| +9% | +$1.28M | 2.66% | 11 |
|
|
2017
Q2 | $13.5M | Buy |
534,135
+41,625
| +8% | +$1.05M | 2.5% | 11 |
|
|
2017
Q1 | $11.8M | Buy |
+492,510
| New | +$11.8M | 2.41% | 14 |
|