LAM
Lebenthal Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $7.11M | Buy |
98,623
+8,523
| +9% | +$614K | 0.88% | 27 |
|
|
2016
Q4 | $6.23M | Buy |
90,100
+3,083
| +4% | +$213K | 0.8% | 31 |
|
|
2016
Q3 | $6.28M | Sell |
87,017
-3,882
| -4% | -$280K | 0.81% | 28 |
|
|
2016
Q2 | $6.64M | Buy |
90,899
+20,601
| +29% | +$1.5M | 0.86% | 26 |
|
|
2016
Q1 | $4.82M | Buy |
+70,298
| New | +$4.82M | 1.95% | 19 |
|