Freedman Financial Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,050
| Closed | -$53K | – | 463 |
|
2022
Q1 | $53K | Hold |
1,050
| – | – | 0.04% | 189 |
|
2021
Q4 | $51K | Hold |
1,050
| – | – | 0.03% | 199 |
|
2021
Q3 | $49K | Hold |
1,050
| – | – | 0.04% | 202 |
|
2021
Q2 | $49K | Buy |
1,050
+300
| +40% | +$14K | 0.04% | 197 |
|
2021
Q1 | $34K | Hold |
750
| – | – | 0.03% | 246 |
|
2020
Q4 | $36K | Buy |
+750
| New | +$36K | 0.03% | 228 |
|