JBJ Investment Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $387K | Hold |
8,028
| – | – | 0.08% | 45 |
|
|
2021
Q3 | $373K | Sell |
8,028
-624
| -7% | -$29K | 0.08% | 47 |
|
|
2021
Q2 | $407K | Sell |
8,652
-3,885
| -31% | -$183K | 0.08% | 46 |
|
|
2021
Q1 | $568K | Buy |
12,537
+237
| +2% | +$10.7K | 0.12% | 40 |
|
|
2020
Q4 | $591K | Buy |
12,300
+5,112
| +71% | +$246K | 0.13% | 39 |
|
|
2020
Q3 | $335K | Buy |
+7,188
| New | +$335K | 0.09% | 40 |
|
|
2020
Q1 | – | Sell |
-6,933
| Closed | -$275K | – | 64 |
|
|
2019
Q4 | $275K | Hold |
6,933
| – | – | 0.08% | 42 |
|
|
2019
Q3 | $274K | Sell |
6,933
-60
| -0.9% | -$2.37K | 0.09% | 39 |
|
|
2019
Q2 | $258K | Buy |
6,993
+1,281
| +22% | +$47.3K | 0.09% | 32 |
|
|
2019
Q1 | $186K | Buy |
+5,712
| New | +$186K | 0.07% | 39 |
|