Lenox Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $325K | Buy |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $331K | Buy |
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|
2019
Q2 | $268K | Buy |
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|
2019
Q1 | $196K | Sell |
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|
2018
Q4 | $969K | Buy |
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|
2018
Q3 | $962K | Buy |
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|
2018
Q2 | $834K | Sell |
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|
2018
Q1 | $904K | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $826K | Buy |
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|
2017
Q2 | $737K | Buy |
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|
2017
Q1 | $429K | Buy |
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|
2016
Q4 | $105K | Buy |
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|
2016
Q3 | $81K | Hold |
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|
2016
Q2 | $81K | Sell |
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|
2016
Q1 | $90K | Sell |
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|
2015
Q4 | $89K | Sell |
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|
2015
Q3 | $134K | Sell |
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|
2015
Q2 | $147K | Sell |
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|
2015
Q1 | $173K | Sell |
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|
2014
Q4 | $373K | Buy |
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|
2014
Q3 | $177K | Sell |
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|
2014
Q2 | $178K | Sell |
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|
2014
Q1 | $221K | Sell |
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|
2013
Q4 | $262K | Buy |
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