MAM
McCarthy Asset Management’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-90
| Closed | -$13K | – | 304 |
|
2022
Q1 | $13K | Hold |
90
| – | – | 0.01% | 162 |
|
2021
Q4 | $13K | Sell |
90
-10
| -10% | -$1.44K | 0.01% | 158 |
|
2021
Q3 | $14K | Hold |
100
| – | – | 0.01% | 157 |
|
2021
Q2 | $14K | Hold |
100
| – | – | 0.01% | 181 |
|
2021
Q1 | $14K | Hold |
100
| – | – | 0.01% | 168 |
|
2020
Q4 | $14K | Buy |
+100
| New | +$14K | 0.01% | 160 |
|