LifePlan Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $71K | Hold |
1,521
| – | – | 0.03% | 221 |
|
|
2020
Q2 | $61K | Hold |
1,521
| – | – | 0.03% | 226 |
|
|
2020
Q1 | $58K | Hold |
1,521
| – | – | 0.03% | 212 |
|
|
2019
Q4 | $60K | Hold |
1,521
| – | – | 0.03% | 225 |
|
|
2019
Q3 | $60K | Hold |
1,521
| – | – | 0.03% | 223 |
|
|
2019
Q2 | $56K | Hold |
1,521
| – | – | 0.03% | 232 |
|
|
2019
Q1 | $49K | Hold |
1,521
| – | – | 0.03% | 243 |
|
|
2018
Q4 | $47K | Buy |
1,521
+96
| +7% | +$2.97K | 0.03% | 240 |
|
|
2018
Q3 | $45K | Hold |
1,425
| – | – | 0.02% | 265 |
|
|
2018
Q2 | $41K | Hold |
1,425
| – | – | 0.02% | 264 |
|
|
2018
Q1 | $42K | Buy |
+1,425
| New | +$42K | 0.02% | 248 |
|
|
2014
Q2 | – | Sell |
-900
| Closed | -$23K | – | 224 |
|
|
2014
Q1 | $23K | Hold |
900
| – | – | 0.02% | 144 |
|
|
2013
Q4 | $24K | Hold |
900
| – | – | 0.02% | 127 |
|
|
2013
Q3 | $22K | Hold |
900
| – | – | 0.02% | 125 |
|
|
2013
Q2 | $22K | Buy |
+900
| New | +$22K | 0.02% | 89 |
|