PAG
Pinnacle Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $492K | Buy |
3,620
+1,665
| +85% | +$226K | 0.02% | 165 |
|
|
2020
Q4 | $282K | Buy |
1,955
+68
| +4% | +$9.81K | 0.02% | 166 |
|
|
2020
Q3 | $264K | Hold |
1,887
| – | – | 0.02% | 155 |
|
|
2020
Q2 | $226K | Buy |
1,887
+20
| +1% | +$2.4K | 0.02% | 159 |
|
|
2020
Q1 | $212K | Buy |
+1,867
| New | +$212K | 0.02% | 148 |
|
|
2019
Q4 | – | Sell |
-1,796
| Closed | -$213K | – | 169 |
|
|
2019
Q3 | $213K | Buy |
+1,796
| New | +$213K | 0.01% | 153 |
|
|
2018
Q1 | – | Sell |
-3,020
| Closed | -$298K | – | 209 |
|
|
2017
Q4 | $298K | Sell |
3,020
-148
| -5% | -$14.6K | 0.02% | 174 |
|
|
2017
Q3 | $248K | Sell |
3,168
-22
| -0.7% | -$1.72K | 0.02% | 170 |
|
|
2017
Q2 | $241K | Buy |
3,190
+11
| +0.3% | +$831 | 0.02% | 169 |
|
|
2017
Q1 | $229K | Sell |
3,179
-291
| -8% | -$21K | 0.02% | 174 |
|
|
2016
Q4 | $240K | Sell |
3,470
-216
| -6% | -$14.9K | 0.02% | 170 |
|
|
2016
Q3 | $248K | Buy |
+3,686
| New | +$248K | 0.02% | 112 |
|
|
2015
Q2 | – | Sell |
-3,395
| Closed | -$279K | – | 142 |
|
|
2015
Q1 | $279K | Sell |
3,395
-83
| -2% | -$6.82K | 0.03% | 111 |
|
|
2014
Q4 | $298K | Buy |
3,478
+850
| +32% | +$72.8K | 0.03% | 109 |
|
|
2014
Q3 | $201K | Buy |
+2,628
| New | +$201K | 0.03% | 121 |
|
|
2014
Q2 | – | Sell |
-7,490
| Closed | -$573K | – | 142 |
|
|
2014
Q1 | $573K | Buy |
7,490
+272
| +4% | +$20.8K | 0.06% | 52 |
|
|
2013
Q4 | $567K | Sell |
7,218
-79
| -1% | -$6.21K | 0.07% | 44 |
|
|
2013
Q3 | $539K | Buy |
7,297
+245
| +3% | +$18.1K | 0.06% | 54 |
|
|
2013
Q2 | $525K | Buy |
+7,052
| New | +$525K | 0.07% | 46 |
|