Hefty Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $80K | Buy |
2,706
+360
| +15% | +$10.6K | 0.05% | 122 |
|
|
2017
Q4 | $77K | Sell |
2,346
-38,355
| -94% | -$1.26M | 0.05% | 120 |
|
|
2017
Q3 | $1.06M | Sell |
40,701
-5,652
| -12% | -$147K | 0.7% | 45 |
|
|
2017
Q2 | $1.17M | Sell |
46,353
-11,148
| -19% | -$281K | 0.8% | 40 |
|
|
2017
Q1 | $1.38M | Sell |
57,501
-54,861
| -49% | -$1.32M | 1% | 35 |
|
|
2016
Q4 | $2.59M | Buy |
112,362
+25,011
| +29% | +$576K | 2.17% | 16 |
|
|
2016
Q3 | $2.1M | Buy |
87,351
+50,871
| +139% | +$1.22M | 1.59% | 17 |
|
|
2016
Q2 | $887K | Sell |
36,480
-87,465
| -71% | -$2.13M | 0.73% | 47 |
|
|
2016
Q1 | $2.83M | Buy |
123,945
+84,939
| +218% | +$1.94M | 2.65% | 7 |
|
|
2015
Q4 | $796K | Buy |
+39,006
| New | +$796K | 0.76% | 42 |
|