PFA
Paradigm Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $435K | Hold |
3,006
| – | – | 0.1% | 132 |
|
|
2021
Q3 | $419K | Buy |
3,006
+25
| +0.8% | +$3.49K | 0.1% | 131 |
|
|
2021
Q2 | $420K | Hold |
2,981
| – | – | 0.09% | 133 |
|
|
2021
Q1 | $405K | Hold |
2,981
| – | – | 0.1% | 129 |
|
|
2020
Q4 | $430K | Buy |
2,981
+300
| +11% | +$43.3K | 0.12% | 109 |
|
|
2020
Q3 | $375K | Sell |
2,681
-308
| -10% | -$43.1K | 0.11% | 87 |
|
|
2020
Q2 | $358K | Hold |
2,989
| – | – | 0.11% | 87 |
|
|
2020
Q1 | $340K | Sell |
2,989
-239
| -7% | -$27.2K | 0.13% | 86 |
|
|
2019
Q4 | $384K | Hold |
3,228
| – | – | 0.13% | 91 |
|
|
2019
Q3 | $383K | Sell |
3,228
-179
| -5% | -$21.2K | 0.15% | 84 |
|
|
2019
Q2 | $376K | Sell |
3,407
-312
| -8% | -$34.4K | 0.14% | 86 |
|
|
2019
Q1 | $363K | Buy |
3,719
+343
| +10% | +$33.5K | 0.14% | 83 |
|
|
2018
Q4 | $314K | Sell |
3,376
-263
| -7% | -$24.5K | 0.14% | 82 |
|
|
2018
Q3 | $341K | Buy |
3,639
+1,017
| +39% | +$95.3K | 0.13% | 86 |
|
|
2018
Q2 | $224K | Buy |
2,622
+2
| +0.1% | +$171 | 0.1% | 97 |
|
|
2018
Q1 | $233K | Hold |
2,620
| – | – | 0.1% | 98 |
|
|
2017
Q4 | $258K | Sell |
2,620
-40
| -2% | -$3.94K | 0.12% | 90 |
|
|
2017
Q3 | $207K | Hold |
2,660
| – | – | 0.1% | 102 |
|
|
2017
Q2 | $201K | Buy |
+2,660
| New | +$201K | 0.1% | 101 |
|
|
2014
Q2 | – | Sell |
-1,656
| Closed | -$127K | – | 228 |
|
|
2014
Q1 | $127K | Buy |
1,656
+81
| +5% | +$6.21K | 0.12% | 88 |
|
|
2013
Q4 | $124K | Buy |
+1,575
| New | +$124K | 0.12% | 89 |
|