Kowal Investment Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.56M | Sell |
19,310
-2,742
| -12% | -$221K | 0.29% | 54 |
|
|
2024
Q2 | $1.49M | Buy |
22,052
+976
| +5% | +$66.1K | 0.3% | 51 |
|
|
2024
Q1 | $1.27M | Buy |
21,076
+2,419
| +13% | +$146K | 0.27% | 59 |
|
|
2023
Q4 | $980K | Sell |
18,657
-1,845
| -9% | -$97K | 0.23% | 62 |
|
|
2023
Q3 | $1.09M | Buy |
20,502
+585
| +3% | +$31.2K | 0.3% | 51 |
|
|
2023
Q2 | $1.04M | Buy |
19,917
+3
| +0% | +$157 | 0.28% | 49 |
|
|
2023
Q1 | $979K | Buy |
19,914
+8,550
| +75% | +$420K | 0.28% | 50 |
|
|
2022
Q4 | $537K | Sell |
11,364
-36
| -0.3% | -$1.7K | 0.16% | 75 |
|
|
2022
Q3 | $493K | Buy |
11,400
+147
| +1% | +$6.36K | 0.17% | 72 |
|
|
2022
Q2 | $456K | Sell |
11,253
-1,791
| -14% | -$72.6K | 0.15% | 67 |
|
|
2022
Q1 | $647K | Buy |
13,044
+2,403
| +23% | +$119K | 0.2% | 49 |
|
|
2021
Q4 | $513K | Buy |
10,641
+1,137
| +12% | +$54.8K | 0.15% | 54 |
|
|
2021
Q3 | $442K | Buy |
9,504
+132
| +1% | +$6.14K | 0.14% | 58 |
|
|
2021
Q2 | $441K | Buy |
9,372
+459
| +5% | +$21.6K | 0.16% | 57 |
|
|
2021
Q1 | $404K | Sell |
8,913
-1,149
| -11% | -$52.1K | 0.16% | 54 |
|
|
2020
Q4 | $500K | Buy |
+10,062
| New | +$500K | 0.23% | 45 |
|