Independent Portfolio Consultants’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $36K | Sell |
1,440
-27,795
| -95% | -$695K | 0.01% | 555 |
|
|
2017
Q1 | $702K | Buy |
29,235
+27,501
| +1,586% | +$660K | 0.24% | 138 |
|
|
2016
Q4 | $40K | Buy |
1,734
+99
| +6% | +$2.28K | 0.01% | 574 |
|
|
2016
Q3 | $39K | Hold |
1,635
| – | – | 0.01% | 586 |
|
|
2016
Q2 | $40K | Sell |
1,635
-135
| -8% | -$3.3K | 0.01% | 574 |
|
|
2016
Q1 | $40K | Hold |
1,770
| – | – | 0.01% | 605 |
|
|
2015
Q4 | $36K | Sell |
1,770
-42,039
| -96% | -$855K | 0.01% | 620 |
|
|
2015
Q3 | $947K | Sell |
43,809
-7,710
| -15% | -$167K | 0.21% | 142 |
|
|
2015
Q2 | $1.22M | Buy |
51,519
+10,470
| +26% | +$248K | 0.24% | 147 |
|
|
2015
Q1 | $1.13M | Buy |
41,049
+1,170
| +3% | +$32.1K | 0.23% | 146 |
|
|
2014
Q4 | $1.14M | Buy |
39,879
+37,044
| +1,307% | +$1.06M | 0.23% | 147 |
|
|
2014
Q3 | $72K | Sell |
2,835
-3,009
| -51% | -$76.4K | 0.02% | 590 |
|
|
2014
Q2 | $146K | Buy |
+5,844
| New | +$146K | 0.04% | 487 |
|