Independence Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $560K | Buy |
11,997
+21
| +0.2% | +$980 | 0.12% | 49 |
|
|
2020
Q2 | $478K | Buy |
11,976
+90
| +0.8% | +$3.59K | 0.11% | 50 |
|
|
2020
Q1 | $450K | Hold |
11,886
| – | – | 0.12% | 47 |
|
|
2019
Q4 | $471K | Hold |
11,886
| – | – | 0.11% | 52 |
|
|
2019
Q3 | $470K | Sell |
11,886
-423
| -3% | -$16.7K | 0.11% | 55 |
|
|
2019
Q2 | $453K | Buy |
12,309
+423
| +4% | +$15.6K | 0.12% | 55 |
|
|
2019
Q1 | $386K | Buy |
11,886
+1,056
| +10% | +$34.3K | 0.11% | 58 |
|
|
2018
Q4 | $336K | Sell |
10,830
-933
| -8% | -$28.9K | 0.11% | 58 |
|
|
2018
Q3 | $368K | Buy |
11,763
+933
| +9% | +$29.2K | 0.11% | 55 |
|
|
2018
Q2 | $309K | Hold |
10,830
| – | – | 0.1% | 57 |
|
|
2018
Q1 | $321K | Hold |
10,830
| – | – | 0.11% | 57 |
|
|
2017
Q4 | $356K | Hold |
10,830
| – | – | 0.12% | 53 |
|
|
2017
Q3 | $282K | Hold |
10,830
| – | – | 0.11% | 56 |
|
|
2017
Q2 | $273K | Hold |
10,830
| – | – | 0.11% | 60 |
|
|
2017
Q1 | $260K | Sell |
10,830
-384
| -3% | -$9.22K | 0.11% | 60 |
|
|
2016
Q4 | $258K | Sell |
11,214
-1,110
| -9% | -$25.5K | 0.11% | 57 |
|
|
2016
Q3 | $296K | Buy |
12,324
+684
| +6% | +$16.4K | 0.14% | 50 |
|
|
2016
Q2 | $283K | Buy |
+11,640
| New | +$283K | 0.15% | 37 |
|