Lehman & Derafelo Financial Resources’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $578K | Hold |
12,234
| – | – | 0.17% | 58 |
|
|
2022
Q3 | $529K | Buy |
12,234
+900
| +8% | +$38.9K | 0.17% | 58 |
|
|
2022
Q2 | $459K | Hold |
11,334
| – | – | 0.14% | 61 |
|
|
2022
Q1 | $565K | Hold |
11,334
| – | – | 0.16% | 59 |
|
|
2021
Q4 | $547K | Buy |
11,334
+1,443
| +15% | +$69.6K | 0.17% | 58 |
|
|
2021
Q3 | $460K | Sell |
9,891
-360
| -4% | -$16.7K | 0.15% | 64 |
|
|
2021
Q2 | $482K | Buy |
10,251
+54
| +0.5% | +$2.54K | 0.13% | 67 |
|
|
2021
Q1 | $462K | Sell |
10,197
-540
| -5% | -$24.5K | 0.13% | 69 |
|
|
2020
Q4 | $516K | Hold |
10,737
| – | – | 0.15% | 63 |
|
|
2020
Q3 | $501K | Sell |
10,737
-300
| -3% | -$14K | 0.16% | 57 |
|
|
2020
Q2 | $441K | Buy |
11,037
+1,269
| +13% | +$50.7K | 0.15% | 57 |
|
|
2020
Q1 | $370K | Sell |
9,768
-1,530
| -14% | -$58K | 0.15% | 60 |
|
|
2019
Q4 | $448K | Sell |
11,298
-489
| -4% | -$19.4K | 0.16% | 63 |
|
|
2019
Q3 | $466K | Buy |
11,787
+3,273
| +38% | +$129K | 0.18% | 59 |
|
|
2019
Q2 | $318K | Hold |
8,514
| – | – | 0.13% | 73 |
|
|
2019
Q1 | $277K | Hold |
8,514
| – | – | 0.12% | 76 |
|
|
2018
Q4 | $264K | Buy |
+8,514
| New | +$264K | 0.13% | 69 |
|