Harvest Group Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,542
| Closed | -$362K | – | 725 |
|
|
2020
Q4 | $362K | Sell |
7,542
-21
| -0.3% | -$1.01K | 0.22% | 26 |
|
|
2020
Q3 | $353K | Buy |
7,563
+15
| +0.2% | +$700 | 0.24% | 23 |
|
|
2020
Q2 | $301K | Buy |
7,548
+30
| +0.4% | +$1.2K | 0.25% | 25 |
|
|
2020
Q1 | $284K | Buy |
7,518
+15
| +0.2% | +$567 | 0.29% | 25 |
|
|
2019
Q4 | $297K | Sell |
7,503
-207
| -3% | -$8.19K | 0.26% | 24 |
|
|
2019
Q3 | $305K | Sell |
7,710
-3,978
| -34% | -$157K | 0.37% | 18 |
|
|
2019
Q2 | $430K | Buy |
11,688
+36
| +0.3% | +$1.32K | 0.55% | 15 |
|
|
2019
Q1 | $379K | Buy |
11,652
+18
| +0.2% | +$585 | 0.35% | 28 |
|
|
2018
Q4 | $361K | Buy |
+11,634
| New | +$361K | 0.47% | 24 |
|
|
2018
Q2 | – | Sell |
-11,592
| Closed | -$344K | – | 46 |
|
|
2018
Q1 | $344K | Buy |
11,592
+9
| +0.1% | +$267 | 0.23% | 35 |
|
|
2017
Q4 | $381K | Buy |
+11,583
| New | +$381K | 0.23% | 34 |
|