Kolinsky Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $482K | Buy |
5,339
+318
| +6% | +$28.7K | 0.29% | 68 |
|
|
2024
Q3 | $405K | Buy |
5,021
+29
| +0.6% | +$2.34K | 0.26% | 86 |
|
|
2024
Q2 | $338K | Buy |
4,992
+1,300
| +35% | +$88K | 0.24% | 94 |
|
|
2024
Q1 | $222K | Buy |
+3,692
| New | +$222K | 0.17% | 131 |
|
|
2023
Q4 | – | Sell |
-5,127
| Closed | -$273K | – | 145 |
|
|
2023
Q3 | $273K | Sell |
5,127
-444
| -8% | -$23.7K | 0.27% | 87 |
|
|
2023
Q2 | $286K | Sell |
5,571
-303
| -5% | -$15.6K | 0.27% | 89 |
|
|
2023
Q1 | $289K | Buy |
5,874
+882
| +18% | +$43.4K | 0.31% | 83 |
|
|
2022
Q4 | $236K | Sell |
4,992
-1,401
| -22% | -$66.2K | 0.27% | 104 |
|
|
2022
Q3 | $276K | Sell |
6,393
-27
| -0.4% | -$1.17K | 0.35% | 75 |
|
|
2022
Q2 | $260K | Sell |
6,420
-474
| -7% | -$19.2K | 0.31% | 85 |
|
|
2022
Q1 | $342K | Sell |
6,894
-549
| -7% | -$27.2K | 0.34% | 66 |
|
|
2021
Q4 | $359K | Buy |
+7,443
| New | +$359K | 0.33% | 75 |
|