Family Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $435K | Sell |
5,387
-48
| -0.9% | -$3.88K | 0.26% | 72 |
|
|
2024
Q2 | $368K | Buy |
5,435
+3
| +0.1% | +$203 | 0.24% | 78 |
|
|
2024
Q1 | $327K | Buy |
5,432
+53
| +1% | +$3.19K | 0.2% | 84 |
|
|
2023
Q4 | $283K | Hold |
5,379
| – | – | 0.19% | 86 |
|
|
2023
Q3 | $287K | Sell |
5,379
-258
| -5% | -$13.8K | 0.21% | 76 |
|
|
2023
Q2 | $295K | Hold |
5,637
| – | – | 0.2% | 80 |
|
|
2023
Q1 | $277K | Sell |
5,637
-345
| -6% | -$17K | 0.2% | 79 |
|
|
2022
Q4 | $283K | Buy |
+5,982
| New | +$283K | 0.23% | 72 |
|