Personal Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,409
| Closed | -$269K | – | 73 |
|
|
2022
Q1 | $269K | Sell |
5,409
-72
| -1% | -$3.58K | 0.12% | 68 |
|
|
2021
Q4 | $264K | Hold |
5,481
| – | – | 0.11% | 69 |
|
|
2021
Q3 | $255K | Hold |
5,481
| – | – | 0.11% | 68 |
|
|
2021
Q2 | $258K | Hold |
5,481
| – | – | 0.1% | 67 |
|
|
2021
Q1 | $248K | Hold |
5,481
| – | – | 0.11% | 68 |
|
|
2020
Q4 | $263K | Buy |
5,481
+72
| +1% | +$3.46K | 0.12% | 55 |
|
|
2020
Q3 | $252K | Hold |
5,409
| – | – | 0.13% | 60 |
|
|
2020
Q2 | $216K | Hold |
5,409
| – | – | 0.12% | 59 |
|
|
2020
Q1 | $205K | Hold |
5,409
| – | – | 0.12% | 60 |
|
|
2019
Q4 | $214K | Hold |
5,409
| – | – | 0.09% | 64 |
|
|
2019
Q3 | $214K | Buy |
5,409
+60
| +1% | +$2.37K | 0.1% | 63 |
|
|
2019
Q2 | $197K | Buy |
+5,349
| New | +$197K | 0.09% | 58 |
|