Laurel Wealth Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,346
| Closed | -$111K | – | 208 |
|
|
2022
Q4 | $111K | Hold |
2,346
| – | – | 0.07% | 80 |
|
|
2022
Q3 | $101K | Hold |
2,346
| – | – | 0.07% | 78 |
|
|
2022
Q2 | $95K | Sell |
2,346
-144
| -6% | -$5.83K | 0.07% | 82 |
|
|
2022
Q1 | $124K | Buy |
2,490
+1,200
| +93% | +$59.8K | 0.08% | 83 |
|
|
2021
Q4 | $62K | Hold |
1,290
| – | – | 0.05% | 87 |
|
|
2021
Q3 | $60K | Hold |
1,290
| – | – | 0.05% | 85 |
|
|
2021
Q2 | $61K | Hold |
1,290
| – | – | 0.05% | 64 |
|
|
2021
Q1 | $58K | Hold |
1,290
| – | – | 0.05% | 62 |
|
|
2020
Q4 | $62K | Buy |
+1,290
| New | +$62K | 0.06% | 57 |
|