LWM
LBA Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.19M | Buy |
16,481
+150
| +0.9% | +$10.8K | 0.63% | 29 |
|
|
2016
Q4 | $1.13M | Buy |
16,331
+25
| +0.2% | +$1.73K | 0.62% | 29 |
|
|
2016
Q3 | $1.18M | Buy |
16,306
+178
| +1% | +$12.8K | 0.66% | 24 |
|
|
2016
Q2 | $1.18M | Buy |
16,128
+55
| +0.3% | +$4.02K | 0.66% | 29 |
|
|
2016
Q1 | $1.1M | Buy |
16,073
+75
| +0.5% | +$5.14K | 0.64% | 28 |
|
|
2015
Q4 | $981K | Sell |
15,998
-930
| -5% | -$57K | 0.56% | 30 |
|
|
2015
Q3 | $1.1M | Sell |
16,928
-7
| -0% | -$454 | 0.69% | 29 |
|
|
2015
Q2 | $1.2M | Buy |
16,935
+600
| +4% | +$42.6K | 0.75% | 28 |
|
|
2015
Q1 | $1.34M | Buy |
16,335
+1,032
| +7% | +$84.9K | 0.85% | 21 |
|
|
2014
Q4 | $1.31M | Sell |
15,303
-710
| -4% | -$61K | 0.87% | 21 |
|
|
2014
Q3 | $1.23M | Buy |
16,013
+715
| +5% | +$54.7K | 0.85% | 22 |
|
|
2014
Q2 | $1.15M | Buy |
15,298
+50
| +0.3% | +$3.75K | 0.94% | 23 |
|
|
2014
Q1 | $1.17M | Sell |
15,248
-52
| -0.3% | -$3.97K | 0.95% | 23 |
|
|
2013
Q4 | $1.2M | Buy |
+15,300
| New | +$1.2M | 0.99% | 21 |
|