Oldfather Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,331
| Closed | -$677K | – | 67 |
|
|
2022
Q4 | $677K | Sell |
14,331
-300
| -2% | -$14.2K | 0.39% | 34 |
|
|
2022
Q3 | $633K | Sell |
14,631
-477
| -3% | -$20.6K | 0.4% | 33 |
|
|
2022
Q2 | $638K | Buy |
15,108
+477
| +3% | +$20.1K | 0.36% | 35 |
|
|
2022
Q1 | $762K | Hold |
14,631
| – | – | 0.41% | 33 |
|
|
2021
Q4 | $651K | Hold |
14,631
| – | – | 0.34% | 37 |
|
|
2021
Q3 | $721K | Hold |
14,631
| – | – | 0.37% | 33 |
|
|
2021
Q2 | $725K | Buy |
14,631
+420
| +3% | +$20.8K | 0.4% | 32 |
|
|
2021
Q1 | $662K | Hold |
14,211
| – | – | 0.38% | 31 |
|
|
2020
Q4 | $684K | Hold |
14,211
| – | – | 0.41% | 29 |
|
|
2020
Q3 | $682K | Hold |
14,211
| – | – | 0.49% | 25 |
|
|
2020
Q2 | $616K | Hold |
14,211
| – | – | 0.48% | 25 |
|
|
2020
Q1 | $586K | Hold |
14,211
| – | – | 0.56% | 23 |
|
|
2019
Q4 | $549K | Buy |
+14,211
| New | +$549K | 0.51% | 28 |
|