Piershale Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $177K | Buy |
3,372
+18
| +0.5% | +$943 | 0.11% | 18 |
|
|
2023
Q1 | $165K | Buy |
3,354
+6
| +0.2% | +$295 | 0.13% | 13 |
|
|
2022
Q4 | $158K | Buy |
+3,348
| New | +$158K | 0.13% | 12 |
|
|
2019
Q2 | – | Sell |
-7,044
| Closed | -$229K | – | 27 |
|
|
2019
Q1 | $229K | Buy |
+7,044
| New | +$229K | 0.14% | 17 |
|
|
2016
Q4 | – | Sell |
-4,836
| Closed | -$116K | – | 139 |
|
|
2016
Q3 | $116K | Buy |
4,836
+15
| +0.3% | +$360 | 0.09% | 19 |
|
|
2016
Q2 | $117K | Buy |
4,821
+30
| +0.6% | +$728 | 0.09% | 19 |
|
|
2016
Q1 | $109K | Buy |
4,791
+15
| +0.3% | +$341 | 0.06% | 18 |
|
|
2015
Q4 | $98K | Buy |
4,776
+1,500
| +46% | +$30.8K | 0.06% | 25 |
|
|
2015
Q3 | $71K | Buy |
+3,276
| New | +$71K | 0.05% | 25 |
|
|
2015
Q2 | – | Sell |
-1,965
| Closed | -$54K | – | 150 |
|
|
2015
Q1 | $54K | Buy |
+1,965
| New | +$54K | 0.04% | 30 |
|