Norwood Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $732K | Sell |
12,160
-650
| -5% | -$39.1K | 1.06% | 21 |
|
|
2023
Q4 | $673K | Sell |
12,810
-960
| -7% | -$50.4K | 1.02% | 22 |
|
|
2023
Q3 | $734K | Hold |
13,770
| – | – | 1.19% | 19 |
|
|
2023
Q2 | $721K | Sell |
13,770
-1,050
| -7% | -$55K | 1.08% | 23 |
|
|
2023
Q1 | $728K | Hold |
14,820
| – | – | 1.15% | 21 |
|
|
2022
Q4 | $700K | Hold |
14,820
| – | – | 1.1% | 21 |
|
|
2022
Q3 | $641K | Hold |
14,820
| – | – | 1.13% | 21 |
|
|
2022
Q2 | $600K | Buy |
14,820
+180
| +1% | +$7.29K | 1.02% | 23 |
|
|
2022
Q1 | $727K | Buy |
14,640
+315
| +2% | +$15.6K | 1.06% | 24 |
|
|
2021
Q4 | $691K | Buy |
+14,325
| New | +$691K | 0.96% | 27 |
|