Gideon Capital Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-44,163
| Closed | -$1.44M | – | 447 |
|
2019
Q1 | $1.44M | Buy |
+44,163
| New | +$1.44M | 0.51% | 47 |
|
2017
Q4 | – | Sell |
-27,336
| Closed | -$712K | – | 416 |
|
2017
Q3 | $712K | Buy |
+27,336
| New | +$712K | 0.7% | 14 |
|
2017
Q1 | – | Sell |
-15,726
| Closed | -$363K | – | 527 |
|
2016
Q4 | $363K | Buy |
+15,726
| New | +$363K | 0.23% | 185 |
|