Jacobus Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $142K | Hold |
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|
2017
Q2 | $137K | Sell |
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|
2017
Q1 | $145K | Sell |
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|
2016
Q4 | $160K | Hold |
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|
2016
Q3 | $167K | Hold |
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|
2016
Q2 | $169K | Sell |
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|
2016
Q1 | $392K | Hold |
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|
2015
Q4 | $350K | Hold |
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|
2015
Q3 | $371K | Sell |
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|
2015
Q2 | $407K | Hold |
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|
2015
Q1 | $471K | Hold |
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|
2014
Q4 | $492K | Hold |
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|
2014
Q3 | $438K | Hold |
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|
2014
Q2 | $430K | Hold |
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|
2014
Q1 | $438K | Buy |
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|
2013
Q4 | $451K | Buy |
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|
2013
Q3 | $171K | Hold |
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|
2013
Q2 | $173K | Buy |
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