Johanson Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $2.18M | Sell |
45,159
-741
| -2% | -$35.7K | 0.67% | 38 |
|
2021
Q3 | $2.13M | Buy |
45,900
+1,233
| +3% | +$57.3K | 0.73% | 34 |
|
2021
Q2 | $2.11M | Buy |
44,667
+786
| +2% | +$37.1K | 0.71% | 33 |
|
2021
Q1 | $2.04M | Buy |
43,881
+1,908
| +5% | +$88.6K | 0.74% | 33 |
|
2020
Q4 | $2.02M | Buy |
41,973
+1,179
| +3% | +$56.7K | 0.81% | 30 |
|
2020
Q3 | $1.93M | Buy |
40,794
+1,533
| +4% | +$72.5K | 0.86% | 30 |
|
2020
Q2 | $1.57M | Buy |
39,261
+900
| +2% | +$35.9K | 0.78% | 31 |
|
2020
Q1 | $1.46M | Sell |
38,361
-4,560,255
| -99% | -$173M | 0.84% | 32 |
|
2019
Q4 | $12.9M | Buy |
4,598,616
+4,560,138
| +11,851% | +$12.8M | 0.61% | 34 |
|
2019
Q3 | $1.52M | Sell |
38,478
-126
| -0.3% | -$4.98K | 0.79% | 33 |
|
2019
Q2 | $1.42M | Sell |
38,604
-9
| -0% | -$331 | 0.76% | 37 |
|
2019
Q1 | $1.26M | Sell |
38,613
-213
| -0.5% | -$6.92K | 0.7% | 36 |
|
2018
Q4 | $1.21M | Buy |
38,826
+870
| +2% | +$27.1K | 0.81% | 34 |
|
2018
Q3 | $1.19M | Buy |
37,956
+1,413
| +4% | +$44.3K | 0.69% | 37 |
|
2018
Q2 | $1.04M | Buy |
36,543
+6,102
| +20% | +$173K | 0.66% | 39 |
|
2018
Q1 | $905K | Buy |
30,441
+819
| +3% | +$24.3K | 0.6% | 40 |
|
2017
Q4 | $975K | Buy |
29,622
+12,090
| +69% | +$398K | 0.65% | 41 |
|
2017
Q3 | $454K | Buy |
17,532
+597
| +4% | +$15.5K | 0.33% | 55 |
|
2017
Q2 | $429K | Buy |
16,935
+3,579
| +27% | +$90.7K | 0.35% | 50 |
|
2017
Q1 | $322K | Buy |
+13,356
| New | +$322K | 0.28% | 61 |
|
2016
Q4 | – | Sell |
-12,987
| Closed | -$312K | – | 72 |
|
2016
Q3 | $312K | Buy |
12,987
+90
| +0.7% | +$2.16K | 0.34% | 57 |
|
2016
Q2 | $315K | Buy |
12,897
+1,461
| +13% | +$35.7K | 0.37% | 57 |
|
2016
Q1 | $262K | Buy |
11,436
+981
| +9% | +$22.5K | 0.32% | 57 |
|
2015
Q4 | $214K | Buy |
+10,455
| New | +$214K | 0.28% | 60 |
|