Janiczek Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.5M | Buy |
22,224
+728
| +3% | +$49.3K | 0.32% | 36 |
|
|
2024
Q1 | $1.29M | Buy |
21,496
+1,315
| +7% | +$79.2K | 0.28% | 40 |
|
|
2023
Q4 | $1.06M | Buy |
20,181
+441
| +2% | +$23.2K | 0.26% | 38 |
|
|
2023
Q3 | $1.05M | Buy |
19,740
+8,739
| +79% | +$466K | 0.28% | 36 |
|
|
2023
Q2 | $576K | Buy |
11,001
+1,071
| +11% | +$56.1K | 0.16% | 47 |
|
|
2023
Q1 | $491K | Sell |
9,930
-1,848
| -16% | -$91.5K | 0.14% | 50 |
|
|
2022
Q4 | $568K | Sell |
11,778
-120
| -1% | -$5.79K | 0.16% | 47 |
|
|
2022
Q3 | $513K | Buy |
11,898
+4,185
| +54% | +$180K | 0.17% | 43 |
|
|
2022
Q2 | $339K | Buy |
7,713
+681
| +10% | +$29.9K | 0.1% | 65 |
|
|
2022
Q1 | $349K | Buy |
7,032
+2,766
| +65% | +$137K | 0.1% | 64 |
|
|
2021
Q4 | $206K | Sell |
4,266
-432
| -9% | -$20.9K | 0.06% | 102 |
|
|
2021
Q3 | $218K | Buy |
4,698
+2,283
| +95% | +$106K | 0.08% | 88 |
|
|
2021
Q2 | $114K | Sell |
2,415
-393
| -14% | -$18.6K | 0.04% | 139 |
|
|
2021
Q1 | $127K | Sell |
2,808
-396
| -12% | -$17.9K | 0.05% | 114 |
|
|
2020
Q4 | $154K | Buy |
3,204
+2,193
| +217% | +$105K | 0.07% | 75 |
|
|
2020
Q3 | $47K | Buy |
1,011
+681
| +206% | +$31.7K | 0.03% | 103 |
|
|
2020
Q2 | $13K | Hold |
330
| – | – | 0.01% | 137 |
|
|
2020
Q1 | $12K | Hold |
330
| – | – | 0.01% | 102 |
|
|
2019
Q4 | $13K | Hold |
330
| – | – | 0.01% | 104 |
|
|
2019
Q3 | $13K | Buy |
330
+180
| +120% | +$7.09K | 0.01% | 108 |
|
|
2019
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 152 |
|
|
2018
Q3 | – | Sell |
-36
| Closed | -$1K | – | 175 |
|
|
2018
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 159 |
|