LWP
Lumature Wealth Partners’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $1.78M | Sell |
11,311
-93
| -0.8% | -$14.6K | 1.06% | 19 |
|
2023
Q1 | $1.68M | Buy |
11,404
+114
| +1% | +$16.8K | 0.94% | 20 |
|
2022
Q4 | $1.6M | Sell |
11,290
-526
| -4% | -$74.6K | 0.89% | 20 |
|
2022
Q3 | $1.53M | Buy |
11,816
+220
| +2% | +$28.5K | 0.82% | 22 |
|
2022
Q2 | $1.41M | Sell |
11,596
-1,277
| -10% | -$155K | 0.63% | 34 |
|
2022
Q1 | $1.92M | Buy |
12,873
+3,637
| +39% | +$542K | 0.77% | 26 |
|
2021
Q4 | $1.34M | Buy |
9,236
+437
| +5% | +$63.2K | 0.52% | 39 |
|
2021
Q3 | $1.23M | Buy |
8,799
+556
| +7% | +$77.5K | 0.5% | 39 |
|
2021
Q2 | $1.16M | Buy |
8,243
+883
| +12% | +$124K | 0.48% | 40 |
|
2021
Q1 | $1M | Buy |
7,360
+1,616
| +28% | +$220K | 0.53% | 40 |
|
2020
Q4 | $828K | Buy |
+5,744
| New | +$828K | 0.78% | 29 |
|