KWILP
Kiwi Wealth Investments Limited Partnership’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-59,537
| Closed | -$9.36M | – | 195 |
|
|
2023
Q2 | $9.36M | Hold |
59,537
| – | – | 0.58% | 45 |
|
|
2023
Q1 | $8.78M | Buy |
59,537
+11,208
| +23% | +$1.65M | 0.57% | 49 |
|
|
2022
Q4 | $6.85M | Sell |
48,329
-2,803
| -5% | -$397K | 0.46% | 59 |
|
|
2022
Q3 | $6.22M | Hold |
51,132
| – | – | 0.43% | 63 |
|
|
2022
Q2 | $6.22M | Sell |
51,132
-22,412
| -30% | -$2.72M | 0.43% | 63 |
|
|
2022
Q1 | $11M | Sell |
73,544
-30,420
| -29% | -$4.53M | 0.59% | 40 |
|
|
2021
Q4 | $15M | Buy |
103,964
+45,435
| +78% | +$6.57M | 0.71% | 33 |
|
|
2021
Q3 | $8.16M | Buy |
+58,529
| New | +$8.16M | 0.42% | 65 |
|
|
2021
Q1 | – | Sell |
-51,319
| Closed | -$7.4M | – | 290 |
|
|
2020
Q4 | $7.4M | Sell |
51,319
-27,700
| -35% | -$3.99M | 0.44% | 62 |
|
|
2020
Q3 | $11.1M | Sell |
79,019
-47,777
| -38% | -$6.68M | 0.77% | 32 |
|
|
2020
Q2 | $15.2M | Buy |
+126,796
| New | +$15.2M | 1.23% | 17 |
|
|
2019
Q4 | – | Sell |
-91,209
| Closed | -$10.8M | – | 215 |
|
|
2019
Q3 | $10.8M | Buy |
+91,209
| New | +$10.8M | 0.87% | 32 |
|
|
2019
Q2 | – | Sell |
-70,993
| Closed | -$6.92M | – | 217 |
|
|
2019
Q1 | $6.92M | Sell |
70,993
-15,824
| -18% | -$1.54M | 0.63% | 49 |
|
|
2018
Q4 | $8.09M | Sell |
86,817
-39,281
| -31% | -$3.66M | 0.85% | 33 |
|
|
2018
Q3 | $11.8M | Buy |
+126,098
| New | +$11.8M | 1.11% | 23 |
|