Laidlaw 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
Q2 | – | Sell |
-3,468
| Closed | -$209K | – | 189 |
|
|
2024
Q1 | $209K | Sell |
3,468
-7,581
| -69% | -$456K | 0.12% | 160 |
|
|
2023
Q4 | $581K | Sell |
11,049
-7,617
| -41% | -$400K | 0.21% | 113 |
|
|
2023
Q3 | $995K | Sell |
18,666
-15,675
| -46% | -$836K | 0.33% | 86 |
|
|
2023
Q2 | $1.8M | Buy |
34,341
+15,369
| +81% | +$805K | 0.35% | 73 |
|
|
2023
Q1 | $932K | Sell |
18,972
-549
| -3% | -$27K | 0.19% | 128 |
|
|
2022
Q4 | $923K | Buy |
19,521
+345
| +2% | +$16.3K | 0.2% | 129 |
|
|
2022
Q3 | $829K | Sell |
19,176
-2,100
| -10% | -$90.8K | 0.19% | 127 |
|
|
2022
Q2 | $862K | Sell |
21,276
-927
| -4% | -$37.6K | 0.18% | 138 |
|
|
2022
Q1 | $1.1M | Sell |
22,203
-9,372
| -30% | -$465K | 0.18% | 137 |
|
|
2021
Q4 | $1.52M | Buy |
+31,575
| New | +$1.52M | 0.24% | 111 |
|
|
2021
Q1 | – | Sell |
-39,351
| Closed | -$1.89M | – | 373 |
|
|
2020
Q4 | $1.89M | Buy |
39,351
+30,201
| +330% | +$1.45M | 0.4% | 65 |
|
|
2020
Q3 | $427K | Sell |
9,150
-108
| -1% | -$5.04K | 0.19% | 121 |
|
|
2020
Q2 | $370K | Buy |
9,258
+1,950
| +27% | +$77.9K | 0.19% | 112 |
|
|
2020
Q1 | $277K | Sell |
7,308
-177
| -2% | -$6.71K | 0.18% | 118 |
|
|
2019
Q4 | $297K | Buy |
+7,485
| New | +$297K | 0.19% | 129 |
|