GGPS
Gary Goldberg Planning Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.55M | Sell |
29,732
-3,145
| -10% | -$270K | 1.07% | 26 |
|
|
2014
Q3 | $2.51M | Buy |
32,877
+1,151
| +4% | +$88K | 1.05% | 25 |
|
|
2014
Q2 | $2.38M | Buy |
31,726
+3,353
| +12% | +$252K | 1.05% | 26 |
|
|
2014
Q1 | $2.17M | Buy |
28,373
+5,065
| +22% | +$387K | 1.06% | 28 |
|
|
2013
Q4 | $1.83M | Buy |
23,308
+377
| +2% | +$29.7K | 1.07% | 26 |
|
|
2013
Q3 | $1.7M | Buy |
22,931
+642
| +3% | +$47.5K | 1.03% | 30 |
|
|
2013
Q2 | $1.66M | Buy |
+22,289
| New | +$1.66M | 1.06% | 28 |
|