Fernwood Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $651K | Buy |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.48M | Hold |
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|
2023
Q3 | $1.48M | Hold |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $955K | Buy |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $335K | Sell |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $681K | Buy |
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