PVWM
Point View Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.42M | Buy |
16,777
+853
| +5% | +$123K | 0.98% | 19 |
|
|
2020
Q3 | $2.23M | Sell |
15,924
-745
| -4% | -$104K | 1.05% | 18 |
|
|
2020
Q2 | $2M | Sell |
16,669
-1,429
| -8% | -$171K | 0.96% | 22 |
|
|
2020
Q1 | $2.06M | Sell |
18,098
-446
| -2% | -$50.7K | 1.13% | 14 |
|
|
2019
Q4 | $2.2M | Sell |
18,544
-407
| -2% | -$48.4K | 0.91% | 25 |
|
|
2019
Q3 | $2.25M | Sell |
18,951
-2,036
| -10% | -$242K | 1.02% | 20 |
|
|
2019
Q2 | $2.32M | Sell |
20,987
-489
| -2% | -$54K | 0.99% | 21 |
|
|
2019
Q1 | $2.1M | Sell |
21,476
-467
| -2% | -$45.6K | 0.93% | 26 |
|
|
2018
Q4 | $2.04M | Sell |
21,943
-206
| -0.9% | -$19.2K | 1.03% | 19 |
|
|
2018
Q3 | $2.08M | Sell |
22,149
-104
| -0.5% | -$9.77K | 0.92% | 24 |
|
|
2018
Q2 | $1.91M | Sell |
22,253
-73
| -0.3% | -$6.25K | 0.89% | 31 |
|
|
2018
Q1 | $1.99M | Sell |
22,326
-439
| -2% | -$39.1K | 0.95% | 25 |
|
|
2017
Q4 | $2.25M | Sell |
22,765
-1,079
| -5% | -$107K | 1.07% | 18 |
|
|
2017
Q3 | $1.86M | Sell |
23,844
-984
| -4% | -$76.9K | 0.9% | 24 |
|
|
2017
Q2 | $1.88M | Buy |
24,828
+808
| +3% | +$61.2K | 0.93% | 22 |
|
|
2017
Q1 | $1.73M | Buy |
24,020
+41
| +0.2% | +$2.96K | 0.89% | 23 |
|
|
2016
Q4 | $1.66M | Sell |
23,979
-1,718
| -7% | -$119K | 0.95% | 22 |
|
|
2016
Q3 | $1.85M | Sell |
25,697
-274
| -1% | -$19.8K | 1.1% | 16 |
|
|
2016
Q2 | $1.9M | Sell |
25,971
-35
| -0.1% | -$2.56K | 1.15% | 15 |
|
|
2016
Q1 | $1.78M | Buy |
26,006
+3,317
| +15% | +$227K | 1.15% | 15 |
|
|
2015
Q4 | $1.39M | Buy |
22,689
+10,082
| +80% | +$618K | 1.01% | 24 |
|
|
2015
Q3 | $817K | Buy |
12,607
+7,573
| +150% | +$491K | 0.65% | 52 |
|
|
2015
Q2 | $357K | Buy |
5,034
+1,423
| +39% | +$101K | 0.28% | 124 |
|
|
2015
Q1 | $297K | Buy |
3,611
+306
| +9% | +$25.2K | 0.23% | 144 |
|
|
2014
Q4 | $284K | Sell |
3,305
-35
| -1% | -$3.01K | 0.21% | 142 |
|
|
2014
Q3 | $255K | Buy |
3,340
+35
| +1% | +$2.67K | 0.22% | 148 |
|
|
2014
Q2 | $248K | Hold |
3,305
| – | – | 0.22% | 152 |
|
|
2014
Q1 | $253K | Hold |
3,305
| – | – | 0.23% | 141 |
|
|
2013
Q4 | $260K | Buy |
+3,305
| New | +$260K | 0.25% | 136 |
|