Financial Planning & Information Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $777K | Sell |
9,627
-171
| -2% | -$13.8K | 0.11% | 51 |
|
|
2024
Q2 | $663K | Sell |
9,798
-152
| -2% | -$10.3K | 0.1% | 52 |
|
|
2024
Q1 | $599K | Sell |
9,950
-394
| -4% | -$23.7K | 0.09% | 55 |
|
|
2023
Q4 | $544K | Hold |
10,344
| – | – | 0.09% | 56 |
|
|
2023
Q3 | $551K | Hold |
10,344
| – | – | 0.1% | 58 |
|
|
2023
Q2 | $542K | Sell |
10,344
-876
| -8% | -$45.9K | 0.1% | 57 |
|
|
2023
Q1 | $551K | Buy |
11,220
+3,906
| +53% | +$192K | 0.11% | 57 |
|
|
2022
Q4 | $346K | Buy |
7,314
+999
| +16% | +$47.2K | 0.07% | 66 |
|
|
2022
Q3 | $273K | Buy |
6,315
+915
| +17% | +$39.6K | 0.07% | 68 |
|
|
2022
Q2 | $219K | Hold |
5,400
| – | – | 0.05% | 70 |
|
|
2022
Q1 | $268K | Buy |
+5,400
| New | +$268K | 0.06% | 68 |
|