Peninsula Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $404K | Buy |
4,470
+298
| +7% | +$26.9K | 0.07% | 78 |
|
|
2024
Q3 | $339K | Sell |
4,172
-485
| -10% | -$39.4K | 0.06% | 81 |
|
|
2024
Q2 | $322K | Buy |
4,657
+669
| +17% | +$46.3K | 0.06% | 76 |
|
|
2024
Q1 | $240K | Buy |
+3,988
| New | +$240K | 0.05% | 83 |
|
|
2023
Q4 | – | Sell |
-3,756
| Closed | -$202K | – | 88 |
|
|
2023
Q3 | $202K | Buy |
+3,756
| New | +$202K | 0.05% | 81 |
|