Elk River Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,053
| Closed | -$212K | – | 110 |
|
|
2023
Q2 | $212K | Hold |
4,053
| – | – | 0.05% | 105 |
|
|
2023
Q1 | $200K | Sell |
4,053
-450
| -10% | -$22.2K | 0.05% | 107 |
|
|
2022
Q4 | $214K | Buy |
+4,503
| New | +$214K | 0.05% | 103 |
|
|
2022
Q3 | – | Sell |
-5,103
| Closed | -$207K | – | 106 |
|
|
2022
Q2 | $207K | Hold |
5,103
| – | – | 0.05% | 103 |
|
|
2022
Q1 | $254K | Sell |
5,103
-3,000
| -37% | -$149K | 0.06% | 106 |
|
|
2021
Q4 | $392K | Buy |
+8,103
| New | +$392K | 0.09% | 94 |
|
|
2021
Q1 | – | Sell |
-4,200
| Closed | -$203K | – | 127 |
|
|
2020
Q4 | $203K | Buy |
+4,200
| New | +$203K | 0.07% | 115 |
|