Hutchens & Kramer Investment Management Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,974
| Closed | -$261K | – | 158 |
|
2023
Q4 | $261K | Sell |
4,974
-1,881
| -27% | -$98.8K | 0.18% | 94 |
|
2023
Q3 | $366K | Hold |
6,855
| – | – | 0.29% | 66 |
|
2023
Q2 | $359K | Buy |
6,855
+444
| +7% | +$23.3K | 0.29% | 66 |
|
2023
Q1 | $315K | Buy |
6,411
+1,155
| +22% | +$56.8K | 0.27% | 72 |
|
2022
Q4 | $248K | Buy |
5,256
+366
| +7% | +$17.3K | 0.18% | 82 |
|
2022
Q3 | $216K | Buy |
+4,890
| New | +$216K | 0.18% | 80 |
|
2022
Q2 | – | Sell |
-4,626
| Closed | -$233K | – | 131 |
|
2022
Q1 | $233K | Hold |
4,626
| – | – | 0.13% | 109 |
|
2021
Q4 | $222K | Buy |
+4,626
| New | +$222K | 0.14% | 106 |
|