Oxler Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,723
| Closed | -$273K | – | 468 |
|
|
2022
Q2 | $273K | Buy |
6,723
+54
| +0.8% | +$2.19K | 0.13% | 99 |
|
|
2022
Q1 | $331K | Buy |
6,669
+24
| +0.4% | +$1.19K | 0.15% | 95 |
|
|
2021
Q4 | $320K | Hold |
6,645
| – | – | 0.13% | 104 |
|
|
2021
Q3 | $308K | Hold |
6,645
| – | – | 0.14% | 109 |
|
|
2021
Q2 | $312K | Hold |
6,645
| – | – | 0.14% | 113 |
|
|
2021
Q1 | $300K | Buy |
6,645
+1,800
| +37% | +$81.3K | 0.15% | 104 |
|
|
2020
Q4 | $232K | Buy |
+4,845
| New | +$232K | 0.13% | 96 |
|