Integrated Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.18M | Buy |
90,543
+1,809
| +2% | +$43.5K | 0.73% | 36 |
|
|
2016
Q4 | $2.04M | Sell |
88,734
-582
| -0.7% | -$13.4K | 0.76% | 37 |
|
|
2016
Q3 | $2.15M | Buy |
89,316
+315
| +0.4% | +$7.57K | 0.77% | 31 |
|
|
2016
Q2 | $2.17M | Buy |
89,001
+99
| +0.1% | +$2.41K | 0.84% | 29 |
|
|
2016
Q1 | $2.03M | Sell |
88,902
-87
| -0.1% | -$1.99K | 0.86% | 26 |
|
|
2015
Q4 | $1.82M | Sell |
88,989
-957
| -1% | -$19.6K | 0.78% | 27 |
|
|
2015
Q3 | $1.94M | Sell |
89,946
-2,934
| -3% | -$63.4K | 0.85% | 23 |
|
|
2015
Q2 | $2.2M | Sell |
92,880
-3,399
| -4% | -$80.4K | 0.85% | 23 |
|
|
2015
Q1 | $2.64M | Buy |
+96,279
| New | +$2.64M | 1.1% | 18 |
|