Elm Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,345
| Closed | -$161K | – | 258 |
|
|
2020
Q4 | $161K | Buy |
+3,345
| New | +$161K | 0.1% | 90 |
|
|
2018
Q4 | – | Sell |
-4,845
| Closed | -$152K | – | 273 |
|
|
2018
Q3 | $152K | Buy |
+4,845
| New | +$152K | 0.1% | 95 |
|
|
2015
Q1 | – | Sell |
-7,050
| Closed | -$202K | – | 77 |
|
|
2014
Q4 | $202K | Buy |
+7,050
| New | +$202K | 0.18% | 72 |
|
|
2014
Q1 | – | Sell |
-8,250
| Closed | -$216K | – | 74 |
|
|
2013
Q4 | $216K | Buy |
+8,250
| New | +$216K | 0.21% | 67 |
|