Heritage Wealth Management (Arizona)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $639K | Buy |
13,524
+6,972
| +106% | +$330K | 0.09% | 160 |
|
|
2022
Q3 | $283K | Buy |
6,552
+96
| +1% | +$4.15K | 0.09% | 165 |
|
|
2022
Q2 | $262K | Hold |
6,456
| – | – | 0.09% | 180 |
|
|
2022
Q1 | $320K | Buy |
+6,456
| New | +$320K | 0.09% | 180 |
|
|
2021
Q3 | $315K | Buy |
6,783
+354
| +6% | +$16.4K | 0.11% | 143 |
|
|
2021
Q2 | $302K | Buy |
+6,429
| New | +$302K | 0.11% | 149 |
|