Hoover Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $780K | Buy |
16,602
+486
| +3% | +$22.8K | 0.14% | 62 |
|
|
2021
Q1 | $750K | Hold |
16,116
| – | – | 0.14% | 61 |
|
|
2020
Q4 | $790K | Buy |
16,116
+657
| +4% | +$32.2K | 0.2% | 44 |
|
|
2020
Q3 | $721K | Buy |
15,459
+684
| +5% | +$31.9K | 0.24% | 40 |
|
|
2020
Q2 | $590K | Hold |
14,775
| – | – | 0.23% | 40 |
|
|
2020
Q1 | $560K | Buy |
14,775
+900
| +6% | +$34.1K | 0.31% | 34 |
|
|
2019
Q4 | $550K | Hold |
13,875
| – | – | 0.27% | 45 |
|
|
2019
Q3 | $549K | Hold |
13,875
| – | – | 0.49% | 28 |
|
|
2019
Q2 | $511K | Hold |
13,875
| – | – | 0.47% | 27 |
|
|
2019
Q1 | $451K | Sell |
13,875
-300
| -2% | -$9.75K | 0.43% | 31 |
|
|
2018
Q4 | $440K | Buy |
+14,175
| New | +$440K | 0.49% | 30 |
|