Lyons Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-43,200
| Closed | -$821K | – | 59 |
|
|
2017
Q3 | $821K | Buy |
43,200
+5,550
| +15% | +$105K | 1.23% | 18 |
|
|
2017
Q2 | $951K | Buy |
37,650
+1,113
| +3% | +$28.1K | 1.33% | 14 |
|
|
2017
Q1 | $877K | Buy |
36,537
+4,683
| +15% | +$112K | 0.92% | 23 |
|
|
2016
Q4 | $735K | Buy |
31,854
+19,809
| +164% | +$457K | 1% | 31 |
|
|
2016
Q3 | $10K | Buy |
12,045
+11,085
| +1,155% | +$9.2K | 0.01% | 47 |
|
|
2016
Q2 | $23K | Buy |
+960
| New | +$23K | 0.03% | 44 |
|
|
2016
Q1 | – | Sell |
-45
| Closed | -$1K | – | 60 |
|
|
2015
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 57 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 69 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 85 |
|