MBM Wealth Consultants’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-807
| Closed | -$20K | – | 276 |
|
|
2023
Q1 | $20K | Hold |
807
| – | – | 0.01% | 190 |
|
|
2022
Q4 | $39K | Hold |
807
| – | – | 0.02% | 174 |
|
|
2022
Q3 | $36K | Sell |
807
-288
| -26% | -$12.8K | 0.02% | 164 |
|
|
2022
Q2 | $44K | Sell |
1,095
-357
| -25% | -$14.3K | 0.02% | 166 |
|
|
2022
Q1 | $72K | Hold |
1,452
| – | – | 0.03% | 163 |
|
|
2021
Q4 | $70K | Buy |
1,452
+660
| +83% | +$31.8K | 0.03% | 140 |
|
|
2021
Q3 | $37K | Sell |
792
-204
| -20% | -$9.53K | 0.02% | 163 |
|
|
2021
Q2 | $47K | Hold |
996
| – | – | 0.02% | 144 |
|
|
2021
Q1 | $45K | Sell |
996
-360
| -27% | -$16.3K | 0.02% | 139 |
|
|
2020
Q4 | $65K | Buy |
1,356
+336
| +33% | +$16.1K | 0.04% | 122 |
|
|
2020
Q3 | $48K | Buy |
1,020
+75
| +8% | +$3.53K | 0.03% | 131 |
|
|
2020
Q2 | $38K | Hold |
945
| – | – | 0.03% | 134 |
|
|
2020
Q1 | $36K | Hold |
945
| – | – | 0.03% | 118 |
|
|
2019
Q4 | $37K | Buy |
945
+627
| +197% | +$24.5K | 0.03% | 132 |
|
|
2019
Q3 | $13K | Hold |
318
| – | – | 0.01% | 157 |
|
|
2019
Q2 | $12K | Sell |
318
-249
| -44% | -$9.4K | 0.01% | 161 |
|
|
2019
Q1 | $18K | Hold |
567
| – | – | 0.02% | 152 |
|
|
2018
Q4 | $18K | Buy |
+567
| New | +$18K | 0.02% | 160 |
|