Lehman Financial Resources’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $244K | Buy |
7,809
+600
| +8% | +$18.7K | 0.11% | 83 |
|
|
2018
Q2 | $205K | Hold |
7,209
| – | – | 0.1% | 80 |
|
|
2018
Q1 | $213K | Buy |
7,209
+300
| +4% | +$8.86K | 0.11% | 74 |
|
|
2017
Q4 | $227K | Buy |
+6,909
| New | +$227K | 0.12% | 71 |
|
|
2015
Q4 | – | Sell |
-2,187
| Closed | -$47K | – | 355 |
|
|
2015
Q3 | $47K | Buy |
2,187
+1,332
| +156% | +$28.6K | 0.02% | 151 |
|
|
2015
Q2 | $20K | Hold |
855
| – | – | 0.01% | 254 |
|
|
2015
Q1 | $23K | Buy |
855
+600
| +235% | +$16.1K | 0.01% | 241 |
|
|
2014
Q4 | $7K | Hold |
255
| – | – | ﹤0.01% | 325 |
|
|
2014
Q3 | $7K | Hold |
255
| – | – | ﹤0.01% | 334 |
|
|
2014
Q2 | $6K | Hold |
255
| – | – | ﹤0.01% | 332 |
|
|
2014
Q1 | $6K | Hold |
255
| – | – | ﹤0.01% | 329 |
|
|
2013
Q4 | $7K | Hold |
255
| – | – | ﹤0.01% | 305 |
|
|
2013
Q3 | $6K | Hold |
255
| – | – | ﹤0.01% | 303 |
|
|
2013
Q2 | $6K | Buy |
+255
| New | +$6K | ﹤0.01% | 278 |
|