Halpern Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $25.7K | Buy |
320
+20
| +7% | +$1.61K | 0.01% | 113 |
|
|
2024
Q2 | $20.3K | Hold |
300
| – | – | 0.01% | 126 |
|
|
2024
Q1 | $17.8K | Hold |
300
| – | – | 0.01% | 137 |
|
|
2023
Q4 | $15.9K | Sell |
300
-300
| -50% | -$15.9K | ﹤0.01% | 157 |
|
|
2023
Q3 | $32K | Hold |
600
| – | – | 0.01% | 104 |
|
|
2023
Q2 | $31.4K | Hold |
600
| – | – | 0.01% | 98 |
|
|
2023
Q1 | $29.5K | Sell |
600
-150
| -20% | -$7.37K | 0.01% | 96 |
|
|
2022
Q4 | $35.4K | Hold |
750
| – | – | 0.01% | 91 |
|
|
2022
Q3 | $32.4K | Hold |
750
| – | – | 0.01% | 90 |
|
|
2022
Q2 | $30.4K | Hold |
750
| – | – | 0.01% | 99 |
|
|
2022
Q1 | $37.2K | Sell |
750
-501
| -40% | -$24.9K | 0.01% | 106 |
|
|
2021
Q4 | $60.3K | Sell |
1,251
-297
| -19% | -$14.3K | 0.03% | 77 |
|
|
2021
Q3 | $71.9K | Buy |
1,548
+483
| +45% | +$22.4K | 0.03% | 60 |
|
|
2021
Q2 | $50.1K | Buy |
1,065
+951
| +834% | +$44.7K | 0.02% | 67 |
|
|
2021
Q1 | $5.16K | Buy |
+114
| New | +$5.16K | ﹤0.01% | 179 |
|