Lewis Capital Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $707K | Buy |
13,260
+1,035
| +8% | +$55.2K | 1.1% | 25 |
|
|
2023
Q2 | $641K | Buy |
12,225
+3
| +0% | +$157 | 0.92% | 30 |
|
|
2023
Q1 | $601K | Sell |
12,222
-1,032
| -8% | -$50.7K | 0.9% | 30 |
|
|
2022
Q4 | $626K | Hold |
13,254
| – | – | 0.96% | 29 |
|
|
2022
Q3 | $573K | Buy |
13,254
+3
| +0% | +$130 | 0.88% | 31 |
|
|
2022
Q2 | $537K | Hold |
13,251
| – | – | 0.77% | 33 |
|
|
2022
Q1 | $658K | Buy |
13,251
+3
| +0% | +$149 | 0.75% | 33 |
|
|
2021
Q4 | $639K | Buy |
+13,248
| New | +$639K | 0.67% | 33 |
|