Newman & Schimel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $403K | Hold |
8,517
| – | – | 0.18% | 34 |
|
|
2022
Q3 | $368K | Buy |
8,517
+24
| +0.3% | +$1.04K | 0.18% | 34 |
|
|
2022
Q2 | $344K | Buy |
8,493
+33
| +0.4% | +$1.34K | 0.17% | 38 |
|
|
2022
Q1 | $420K | Buy |
8,460
+15
| +0.2% | +$745 | 0.27% | 32 |
|
|
2021
Q4 | $407K | Sell |
8,445
-306
| -3% | -$14.7K | 0.23% | 31 |
|
|
2021
Q3 | $407K | Buy |
8,751
+18
| +0.2% | +$837 | 0.25% | 33 |
|
|
2021
Q2 | $411K | Buy |
8,733
+33
| +0.4% | +$1.55K | 0.26% | 33 |
|
|
2021
Q1 | $394K | Buy |
8,700
+795
| +10% | +$36K | 0.26% | 34 |
|
|
2020
Q4 | $380K | Buy |
+7,905
| New | +$380K | 0.32% | 33 |
|