Kelly Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-980
| Closed | -$66.4K | – | 769 |
|
|
2024
Q2 | $66.4K | Buy |
980
+2
| +0.2% | +$135 | 0.02% | 198 |
|
|
2024
Q1 | $58.9K | Hold |
978
| – | – | 0.02% | 203 |
|
|
2023
Q4 | $51.4K | Sell |
978
-105
| -10% | -$5.51K | 0.02% | 199 |
|
|
2023
Q3 | $57.7K | Sell |
1,083
-237
| -18% | -$12.6K | 0.03% | 169 |
|
|
2023
Q2 | $69.2K | Hold |
1,320
| – | – | 0.03% | 158 |
|
|
2023
Q1 | $64.8K | Sell |
1,320
-48
| -4% | -$2.36K | 0.03% | 155 |
|
|
2022
Q4 | $64.7K | Hold |
1,368
| – | – | 0.03% | 148 |
|
|
2022
Q3 | $59.2K | Buy |
1,368
+51
| +4% | +$2.21K | 0.03% | 144 |
|
|
2022
Q2 | $53.4K | Buy |
1,317
+15
| +1% | +$608 | 0.03% | 152 |
|
|
2022
Q1 | $64.7K | Hold |
1,302
| – | – | 0.03% | 151 |
|
|
2021
Q4 | $62.8K | Sell |
1,302
-789
| -38% | -$38.1K | 0.03% | 150 |
|
|
2021
Q3 | $97.2K | Sell |
2,091
-186,972
| -99% | -$8.69M | 0.05% | 110 |
|
|
2021
Q2 | $447K | Buy |
189,063
+187,695
| +13,720% | +$444K | 0.02% | 196 |
|
|
2021
Q1 | $62K | Sell |
1,368
-300
| -18% | -$13.6K | 0.04% | 107 |
|
|
2020
Q4 | $80.2K | Sell |
1,668
-27
| -2% | -$1.3K | 0.05% | 86 |
|
|
2020
Q3 | $79.1K | Buy |
1,695
+330
| +24% | +$15.4K | 0.06% | 72 |
|
|
2020
Q2 | $54.5K | Hold |
1,365
| – | – | 0.04% | 85 |
|
|
2020
Q1 | $51.7K | Hold |
1,365
| – | – | 0.06% | 69 |
|
|
2019
Q4 | $54K | Hold |
1,365
| – | – | 0.04% | 80 |
|
|
2019
Q3 | $54K | Buy |
1,365
+168
| +14% | +$6.64K | 0.05% | 76 |
|
|
2019
Q2 | $44K | Buy |
1,197
+3
| +0.3% | +$110 | 0.04% | 86 |
|
|
2019
Q1 | $38.8K | Buy |
+1,194
| New | +$38.8K | 0.04% | 91 |
|