Laurel Wealth Advisors (California)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.73M | Sell |
57,828
-3,618
| -6% | -$171K | 0.27% | 89 |
|
|
2022
Q3 | $2.66M | Buy |
61,446
+1,947
| +3% | +$84.2K | 0.28% | 85 |
|
|
2022
Q2 | $2.41M | Sell |
59,499
-3,048
| -5% | -$124K | 0.25% | 96 |
|
|
2022
Q1 | $3.11M | Sell |
62,547
-1,230
| -2% | -$61.1K | 0.26% | 90 |
|
|
2021
Q4 | $3.08M | Buy |
63,777
+18,792
| +42% | +$906K | 0.24% | 97 |
|
|
2021
Q3 | $2.09M | Sell |
44,985
-2,316
| -5% | -$108K | 0.38% | 53 |
|
|
2021
Q2 | $2.22M | Buy |
47,301
+3,366
| +8% | +$158K | 0.29% | 87 |
|
|
2021
Q1 | $1.99M | Buy |
43,935
+2,448
| +6% | +$111K | 0.3% | 82 |
|
|
2020
Q4 | $1.99M | Buy |
41,487
+192
| +0.5% | +$9.22K | 0.29% | 81 |
|
|
2020
Q3 | $1.93M | Buy |
41,295
+795
| +2% | +$37.1K | 0.32% | 73 |
|
|
2020
Q2 | $1.62M | Buy |
40,500
+2,640
| +7% | +$105K | 0.3% | 83 |
|
|
2020
Q1 | $1.43M | Sell |
37,860
-1,722
| -4% | -$65.2K | 0.33% | 78 |
|
|
2019
Q4 | $1.57M | Sell |
39,582
-1,578
| -4% | -$62.5K | 0.26% | 99 |
|
|
2019
Q3 | $1.63M | Buy |
41,160
+5,424
| +15% | +$215K | 0.28% | 87 |
|
|
2019
Q2 | $1.32M | Buy |
35,736
+1,503
| +4% | +$55.3K | 0.29% | 94 |
|
|
2019
Q1 | $1.11M | Sell |
34,233
-498
| -1% | -$16.2K | 0.27% | 98 |
|
|
2018
Q4 | $1.08M | Sell |
34,731
-5,439
| -14% | -$169K | 0.32% | 85 |
|
|
2018
Q3 | $1.26M | Sell |
40,170
-2,088
| -5% | -$65.3K | 0.31% | 87 |
|
|
2018
Q2 | $1.21M | Sell |
42,258
-417
| -1% | -$11.9K | 0.32% | 83 |
|
|
2018
Q1 | $1.27M | Buy |
42,675
+1,863
| +5% | +$55.2K | 0.39% | 69 |
|
|
2017
Q4 | $1.34M | Buy |
40,812
+11,868
| +41% | +$391K | 0.39% | 73 |
|
|
2017
Q3 | $753K | Sell |
28,944
-32,604
| -53% | -$848K | 0.25% | 100 |
|
|
2017
Q2 | $1.55M | Buy |
61,548
+32,895
| +115% | +$829K | 0.55% | 49 |
|
|
2017
Q1 | $688K | Sell |
28,653
-111
| -0.4% | -$2.67K | 0.27% | 102 |
|
|
2016
Q4 | $662K | Sell |
28,764
-2,631
| -8% | -$60.6K | 0.29% | 95 |
|
|
2016
Q3 | $755K | Buy |
31,395
+4,362
| +16% | +$105K | 0.36% | 75 |
|
|
2016
Q2 | $658K | Buy |
27,033
+3,705
| +16% | +$90.2K | 0.32% | 85 |
|
|
2016
Q1 | $533K | Buy |
23,328
+1,503
| +7% | +$34.3K | 0.27% | 94 |
|
|
2015
Q4 | $446K | Buy |
+21,825
| New | +$446K | 0.23% | 117 |
|