Evelyn V. Moreno’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.08M | Sell |
39,600
-64,356
| -62% | -$3.38M | 0.98% | 35 |
|
|
2023
Q3 | $5.54M | Sell |
103,956
-564
| -0.5% | -$30.1K | 1.21% | 33 |
|
|
2023
Q2 | $5.48M | Buy |
104,520
+1,926
| +2% | +$101K | 1.17% | 35 |
|
|
2023
Q1 | $5.04M | Buy |
102,594
+687
| +0.7% | +$33.8K | 1.14% | 37 |
|
|
2022
Q4 | $4.82M | Buy |
101,907
+46,608
| +84% | +$2.2M | 1.11% | 36 |
|
|
2022
Q3 | $2.39M | Buy |
55,299
+44,949
| +434% | +$1.94M | 1.08% | 33 |
|
|
2022
Q2 | $419K | Buy |
+10,350
| New | +$419K | 0.1% | 97 |
|
|
2016
Q1 | – | Sell |
-11,685
| Closed | -$239K | – | 71 |
|
|
2015
Q4 | $239K | Sell |
11,685
-3,000
| -20% | -$61.4K | 0.1% | 67 |
|
|
2015
Q3 | $318K | Sell |
14,685
-60
| -0.4% | -$1.3K | 0.14% | 62 |
|
|
2015
Q2 | $348K | Sell |
14,745
-8,925
| -38% | -$211K | 0.14% | 62 |
|
|
2015
Q1 | $649K | Sell |
23,670
-105
| -0.4% | -$2.88K | 0.25% | 59 |
|
|
2014
Q4 | $680K | Sell |
23,775
-8,850
| -27% | -$253K | 0.25% | 59 |
|
|
2014
Q3 | $831K | Sell |
32,625
-1,905
| -6% | -$48.5K | 0.32% | 60 |
|
|
2014
Q2 | $864K | Buy |
34,530
+2,505
| +8% | +$62.7K | 0.32% | 60 |
|
|
2014
Q1 | $816K | Buy |
32,025
+2,175
| +7% | +$55.4K | 0.32% | 59 |
|
|
2013
Q4 | $783K | Buy |
+29,850
| New | +$783K | 0.32% | 58 |
|