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