Elmwood 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
Q1 | – | Sell |
-462
| Closed | -$22K | – | 339 |
|
|
2021
Q4 | $22K | Buy |
+462
| New | +$22K | 0.01% | 243 |
|
|
2021
Q2 | $22K | Hold |
462
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $21K | Buy |
+462
| New | +$21K | 0.01% | 214 |
|
|
2020
Q3 | $21K | Hold |
519
| – | – | 0.02% | 160 |
|
|
2020
Q2 | $21K | Buy |
519
+75
| +17% | +$3.04K | 0.02% | 160 |
|
|
2020
Q1 | $13.2K | Buy |
+444
| New | +$13.2K | 0.01% | 178 |
|
|
2019
Q4 | – | Sell |
-363
| Closed | -$14K | – | 250 |
|
|
2019
Q3 | $14K | Hold |
363
| – | – | 0.01% | 164 |
|
|
2019
Q2 | $13K | Hold |
363
| – | – | 0.01% | 179 |
|
|
2019
Q1 | $12K | Hold |
363
| – | – | 0.01% | 181 |
|
|
2018
Q4 | $11K | Hold |
363
| – | – | 0.01% | 187 |
|
|
2018
Q3 | $11.4K | Hold |
363
| – | – | 0.01% | 196 |
|
|
2018
Q2 | $10.4K | Sell |
363
-81
| -18% | -$2.31K | 0.01% | 197 |
|
|
2018
Q1 | $13.2K | Buy |
+444
| New | +$13.2K | 0.01% | 178 |
|