MWPCG
Measured Wealth Private Client Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,653
| Closed | -$371K | – | 145 |
|
|
2020
Q3 | $371K | Sell |
2,653
-64
| -2% | -$8.95K | 0.18% | 71 |
|
|
2020
Q2 | $325K | Buy |
2,717
+270
| +11% | +$32.3K | 0.19% | 72 |
|
|
2020
Q1 | $278K | Sell |
2,447
-25
| -1% | -$2.84K | 0.22% | 67 |
|
|
2019
Q4 | $294K | Sell |
2,472
-336
| -12% | -$40K | 0.2% | 73 |
|
|
2019
Q3 | $333K | Sell |
2,808
-2,534
| -47% | -$301K | 0.22% | 74 |
|
|
2019
Q2 | $590K | Sell |
5,342
-567
| -10% | -$62.6K | 0.34% | 54 |
|
|
2019
Q1 | $576K | Buy |
5,909
+3,510
| +146% | +$342K | 0.36% | 57 |
|
|
2018
Q4 | $223K | Sell |
2,399
-993
| -29% | -$92.3K | 0.2% | 89 |
|
|
2018
Q3 | $318K | Sell |
3,392
-1,260
| -27% | -$118K | 0.19% | 102 |
|
|
2018
Q2 | $398K | Buy |
+4,652
| New | +$398K | 0.32% | 62 |
|