Minot Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $357K | Buy |
8,811
+2,043
| +30% | +$82.8K | 0.09% | 132 |
|
|
2022
Q1 | $336K | Buy |
6,768
+78
| +1% | +$3.87K | 0.07% | 152 |
|
|
2021
Q4 | $323K | Sell |
6,690
-192
| -3% | -$9.27K | 0.06% | 158 |
|
|
2021
Q3 | $320K | Sell |
6,882
-9
| -0.1% | -$418 | 0.07% | 155 |
|
|
2021
Q2 | $323K | Sell |
6,891
-8,508
| -55% | -$399K | 0.07% | 151 |
|
|
2021
Q1 | $697K | Buy |
15,399
+10,029
| +187% | +$454K | 0.18% | 104 |
|
|
2020
Q4 | $258K | Hold |
5,370
| – | – | 0.08% | 133 |
|
|
2020
Q3 | $250K | Hold |
5,370
| – | – | 0.09% | 121 |
|
|
2020
Q2 | $214K | Buy |
5,370
+57
| +1% | +$2.27K | 0.11% | 105 |
|
|
2020
Q1 | $201K | Buy |
5,313
+42
| +0.8% | +$1.59K | 0.14% | 100 |
|
|
2019
Q4 | $204K | Buy |
+5,271
| New | +$204K | 0.09% | 132 |
|