Lake Point Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $68K | Hold |
1,680
| – | – | 0.04% | 55 |
|
|
2022
Q1 | $83K | Buy |
1,680
+150
| +10% | +$7.41K | 0.04% | 47 |
|
|
2021
Q4 | $74K | Hold |
1,530
| – | – | 0.03% | 57 |
|
|
2021
Q3 | $71K | Hold |
1,530
| – | – | 0.03% | 51 |
|
|
2021
Q2 | $72K | Buy |
+1,530
| New | +$72K | 0.03% | 49 |
|
|
2020
Q1 | $58K | Sell |
1,530
-45
| -3% | -$1.71K | 0.05% | 40 |
|
|
2019
Q4 | $62K | Buy |
+1,575
| New | +$62K | 0.02% | 106 |
|
|
2019
Q2 | $117K | Hold |
3,174
| – | – | 0.04% | 64 |
|
|
2019
Q1 | $117K | Sell |
3,174
-6,174
| -66% | -$228K | 0.04% | 64 |
|
|
2018
Q4 | $290K | Buy |
+9,348
| New | +$290K | 0.11% | 108 |
|