JWM
Jacobus Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $142K | Hold |
1,814
| – | – | 0.04% | 189 |
|
|
2017
Q2 | $137K | Sell |
1,814
-200
| -10% | -$15.1K | 0.04% | 190 |
|
|
2017
Q1 | $145K | Sell |
2,014
-300
| -13% | -$21.6K | 0.04% | 176 |
|
|
2016
Q4 | $160K | Hold |
2,314
| – | – | 0.05% | 171 |
|
|
2016
Q3 | $167K | Hold |
2,314
| – | – | 0.05% | 180 |
|
|
2016
Q2 | $169K | Sell |
2,314
-3,403
| -60% | -$249K | 0.05% | 177 |
|
|
2016
Q1 | $392K | Hold |
5,717
| – | – | 0.11% | 142 |
|
|
2015
Q4 | $350K | Hold |
5,717
| – | – | 0.1% | 156 |
|
|
2015
Q3 | $371K | Sell |
5,717
-15
| -0.3% | -$973 | 0.11% | 143 |
|
|
2015
Q2 | $407K | Hold |
5,732
| – | – | 0.1% | 149 |
|
|
2015
Q1 | $471K | Hold |
5,732
| – | – | 0.12% | 128 |
|
|
2014
Q4 | $492K | Hold |
5,732
| – | – | 0.13% | 124 |
|
|
2014
Q3 | $438K | Hold |
5,732
| – | – | 0.12% | 139 |
|
|
2014
Q2 | $430K | Hold |
5,732
| – | – | 0.11% | 147 |
|
|
2014
Q1 | $438K | Buy |
5,732
+5
| +0.1% | +$382 | 0.11% | 146 |
|
|
2013
Q4 | $451K | Buy |
5,727
+3,409
| +147% | +$268K | 0.13% | 133 |
|
|
2013
Q3 | $171K | Hold |
2,318
| – | – | 0.06% | 185 |
|
|
2013
Q2 | $173K | Buy |
+2,318
| New | +$173K | 0.06% | 177 |
|