KMS Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $3.1M | Sell |
121,620
-99
| -0.1% | -$2.52K | 0.43% | 54 |
|
2014
Q2 | $3.05M | Sell |
121,719
-10,059
| -8% | -$252K | 0.44% | 57 |
|
2014
Q1 | $3.36M | Sell |
131,778
-23,874
| -15% | -$608K | 0.53% | 37 |
|
2013
Q4 | $4.08M | Buy |
155,652
+121,260
| +353% | +$3.18M | 0.69% | 20 |
|
2013
Q3 | $848K | Buy |
34,392
+14,175
| +70% | +$350K | 0.21% | 119 |
|
2013
Q2 | $503K | Buy |
+20,217
| New | +$503K | 0.14% | 181 |
|