Lenox Wealth Advisors’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $517K | Sell |
|
|||||
|
2021
Q4 | $518K | Buy |
|
|||||
|
2021
Q3 | $492K | Buy |
|
|||||
|
2021
Q2 | $496K | Buy |
|
|||||
|
2021
Q1 | $438K | Sell |
|
|||||
|
2020
Q4 | $680K | Buy |
|
|||||
|
2020
Q3 | $660K | Buy |
|
|||||
|
2020
Q2 | $553K | Sell |
|
|||||
|
2020
Q1 | $532K | Sell |
|
|||||
|
2019
Q4 | $558K | Buy |
|
|||||
|
2019
Q3 | $556K | Buy |
|
|||||
|
2019
Q2 | $451K | Buy |
|
|||||
|
2019
Q1 | $376K | Hold |
|
|||||
|
2018
Q4 | $359K | Hold |
|
|||||
|
2018
Q3 | $362K | Buy |
|
|||||
|
2018
Q2 | $74K | Sell |
|
|||||
|
2018
Q1 | $181K | Buy |
|
|||||
|
2017
Q4 | $106K | Buy |
|
|||||
|
2017
Q3 | $1K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $6K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $7K | Hold |
|
|||||
|
2014
Q2 | $7K | Hold |
|
|||||
|
2014
Q1 | $7K | Sell |
|
|||||
|
2013
Q4 | $11K | Sell |
|
|||||
|
2013
Q3 | $12K | Sell |
|
|||||
|
2013
Q2 | $32K | Buy |
|