Dynasty 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
Q4 | – | Sell |
-21,291
| Closed | -$1.72M | – | 274 |
|
|
2024
Q3 | $1.72M | Sell |
21,291
-6,026
| -22% | -$487K | 0.05% | 81 |
|
|
2024
Q2 | $1.85M | Buy |
27,317
+1,781
| +7% | +$121K | 0.05% | 83 |
|
|
2024
Q1 | $1.54M | Buy |
+25,536
| New | +$1.54M | 0.05% | 85 |
|
|
2018
Q4 | – | Sell |
-8,613
| Closed | -$270K | – | 107 |
|
|
2018
Q3 | $270K | Buy |
+8,613
| New | +$270K | 0.35% | 83 |
|