Madison Wealth 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 | $5.05M | Buy |
94,653
+58,524
| +162% | +$3.12M | 1.06% | 30 |
|
|
2023
Q2 | $1.89M | Buy |
36,129
+1,266
| +4% | +$66.3K | 0.38% | 75 |
|
|
2023
Q1 | $1.71M | Buy |
34,863
+699
| +2% | +$34.4K | 0.37% | 79 |
|
|
2022
Q4 | $1.61M | Buy |
34,164
+702
| +2% | +$33.2K | 0.37% | 78 |
|
|
2022
Q3 | $1.45M | Buy |
33,462
+729
| +2% | +$31.5K | 0.36% | 75 |
|
|
2022
Q2 | $1.33M | Sell |
32,733
-1,221
| -4% | -$49.5K | 0.32% | 75 |
|
|
2022
Q1 | $1.69M | Buy |
33,954
+822
| +2% | +$40.8K | 0.35% | 72 |
|
|
2021
Q4 | $1.6M | Buy |
33,132
+2,835
| +9% | +$137K | 0.32% | 71 |
|
|
2021
Q3 | $1.41M | Buy |
30,297
+921
| +3% | +$42.8K | 0.31% | 70 |
|
|
2021
Q2 | $1.38M | Buy |
29,376
+1,593
| +6% | +$74.9K | 0.3% | 72 |
|
|
2021
Q1 | $1.26M | Buy |
27,783
+3,522
| +15% | +$159K | 0.31% | 72 |
|
|
2020
Q4 | $1.17M | Buy |
24,261
+777
| +3% | +$37.3K | 0.31% | 68 |
|
|
2020
Q3 | $1.1M | Buy |
23,484
+900
| +4% | +$42K | 0.33% | 62 |
|
|
2020
Q2 | $902K | Buy |
22,584
+375
| +2% | +$15K | 0.3% | 69 |
|
|
2020
Q1 | $841K | Sell |
22,209
-1,050
| -5% | -$39.8K | 0.34% | 63 |
|
|
2019
Q4 | $921K | Buy |
+23,259
| New | +$921K | 0.26% | 75 |
|