PSI
Pinnacle Summer Investments’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $391K | Sell |
6,421
-9,259
| -59% | -$564K | 0.06% | 149 |
|
|
2015
Q3 | $1.01M | Buy |
15,680
+10,863
| +226% | +$702K | 0.17% | 111 |
|
|
2015
Q2 | $342K | Sell |
4,817
-8,312
| -63% | -$590K | 0.07% | 146 |
|
|
2015
Q1 | $1.08M | Sell |
13,129
-500
| -4% | -$41.1K | 0.15% | 133 |
|
|
2014
Q4 | $1.17M | Buy |
13,629
+873
| +7% | +$74.6K | 0.14% | 120 |
|
|
2014
Q3 | $975K | Buy |
12,756
+312
| +3% | +$23.8K | 0.11% | 140 |
|
|
2014
Q2 | $938K | Sell |
12,444
-1,378
| -10% | -$104K | 0.11% | 133 |
|
|
2014
Q1 | $1.1M | Sell |
13,822
-241
| -2% | -$19.2K | 0.14% | 106 |
|
|
2013
Q4 | $1.11M | Buy |
14,063
+2,150
| +18% | +$169K | 0.15% | 94 |
|
|
2013
Q3 | $881K | Buy |
11,913
+2,058
| +21% | +$152K | 0.16% | 105 |
|
|
2013
Q2 | $734K | Buy |
+9,855
| New | +$734K | 0.18% | 99 |
|