Mariner Independent Advisor Network’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.59M | Sell |
129,366
-7,464
| -5% | -$323K | 0.24% | 104 |
|
|
2022
Q2 | $5.65M | Buy |
136,830
+7,494
| +6% | +$309K | 0.24% | 106 |
|
|
2022
Q1 | $6.45M | Buy |
129,336
+18,312
| +16% | +$913K | 0.25% | 99 |
|
|
2021
Q4 | $5.35M | Sell |
111,024
-1,149
| -1% | -$55.4K | 0.25% | 96 |
|
|
2021
Q3 | $5.21M | Sell |
112,173
-8,607
| -7% | -$400K | 0.25% | 104 |
|
|
2021
Q2 | $5.68M | Buy |
120,780
+18,276
| +18% | +$859K | 0.26% | 96 |
|
|
2021
Q1 | $4.64M | Sell |
102,504
-22,890
| -18% | -$1.04M | 0.24% | 105 |
|
|
2020
Q4 | $6.03M | Buy |
125,394
+16,776
| +15% | +$806K | 0.32% | 71 |
|
|
2020
Q3 | $5.07M | Buy |
108,618
+33,255
| +44% | +$1.55M | 0.42% | 59 |
|
|
2020
Q2 | $3.01M | Sell |
75,363
-7,410
| -9% | -$296K | 0.28% | 95 |
|
|
2020
Q1 | $3.15M | Buy |
82,773
+633
| +0.8% | +$24.1K | 0.28% | 95 |
|
|
2019
Q4 | $3.25M | Buy |
82,140
+5,727
| +7% | +$227K | 0.23% | 100 |
|
|
2019
Q3 | $3M | Sell |
76,413
-11,307
| -13% | -$445K | 0.23% | 106 |
|
|
2019
Q2 | $3.22M | Buy |
87,720
+19,227
| +28% | +$706K | 0.24% | 103 |
|
|
2019
Q1 | $2.23M | Sell |
68,493
-1,272
| -2% | -$41.5K | 0.19% | 131 |
|
|
2018
Q4 | $2.2M | Buy |
+69,765
| New | +$2.2M | 0.2% | 124 |
|
|
2018
Q3 | – | Sell |
-95,676
| Closed | -$2.73M | – | 298 |
|
|
2018
Q2 | $2.73M | Sell |
95,676
-64,173
| -40% | -$1.83M | 0.48% | 57 |
|
|
2018
Q1 | $4.74M | Buy |
159,849
+99,075
| +163% | +$2.94M | 0.29% | 76 |
|
|
2017
Q4 | $2M | Buy |
+60,774
| New | +$2M | 0.21% | 113 |
|
|
2017
Q3 | – | Sell |
-60,537
| Closed | -$1.53M | – | 208 |
|
|
2017
Q2 | $1.53M | Buy |
+60,537
| New | +$1.53M | 0.22% | 109 |
|
|
2016
Q2 | – | Sell |
-28,305
| Closed | -$646K | – | 170 |
|
|
2016
Q1 | $646K | Buy |
+28,305
| New | +$646K | 0.21% | 89 |
|
|
2015
Q1 | – | Sell |
-24,357
| Closed | -$697K | – | 168 |
|
|
2014
Q4 | $697K | Buy |
24,357
+13,887
| +133% | +$398K | 0.32% | 63 |
|
|
2014
Q3 | $267K | Buy |
10,470
+1,281
| +14% | +$32.7K | 0.14% | 101 |
|
|
2014
Q2 | $230K | Buy |
+9,189
| New | +$230K | 0.11% | 119 |
|