PPSG
Princeton Portfolio Strategies Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $649K | Hold |
4,600
| – | – | 0.13% | 110 |
|
|
2021
Q1 | $625K | Hold |
4,600
| – | – | 0.12% | 114 |
|
|
2020
Q4 | $663K | Hold |
4,600
| – | – | 0.13% | 113 |
|
|
2020
Q3 | $644K | Hold |
4,600
| – | – | 0.14% | 108 |
|
|
2020
Q2 | $551K | Hold |
4,600
| – | – | 0.13% | 109 |
|
|
2020
Q1 | $523K | Sell |
4,600
-248
| -5% | -$28.2K | 0.15% | 99 |
|
|
2019
Q4 | $576K | Sell |
4,848
-252
| -5% | -$29.9K | 0.14% | 110 |
|
|
2019
Q3 | $605K | Hold |
5,100
| – | – | 0.15% | 103 |
|
|
2019
Q2 | $563K | Hold |
5,100
| – | – | 0.14% | 110 |
|
|
2019
Q1 | $497K | Hold |
5,100
| – | – | 0.13% | 115 |
|
|
2018
Q4 | $475K | Sell |
5,100
-117
| -2% | -$10.9K | 0.15% | 113 |
|
|
2018
Q3 | $490K | Sell |
5,217
-400
| -7% | -$37.6K | 0.13% | 119 |
|
|
2018
Q2 | $481K | Buy |
5,617
+1,400
| +33% | +$120K | 0.14% | 121 |
|
|
2018
Q1 | $375K | Hold |
4,217
| – | – | 0.11% | 126 |
|
|
2017
Q4 | $416K | Buy |
4,217
+800
| +23% | +$78.9K | 0.11% | 126 |
|
|
2017
Q3 | $267K | Sell |
3,417
-100
| -3% | -$7.81K | 0.07% | 151 |
|
|
2017
Q2 | $266K | Hold |
3,517
| – | – | 0.08% | 143 |
|
|
2017
Q1 | $254K | Hold |
3,517
| – | – | 0.08% | 145 |
|
|
2016
Q4 | $243K | Hold |
3,517
| – | – | 0.08% | 139 |
|
|
2016
Q3 | $254K | Buy |
3,517
+200
| +6% | +$14.4K | 0.08% | 133 |
|
|
2016
Q2 | $242K | Sell |
3,317
-133
| -4% | -$9.7K | 0.08% | 127 |
|
|
2016
Q1 | $236K | Hold |
3,450
| – | – | 0.08% | 128 |
|
|
2015
Q4 | $211K | Sell |
3,450
-450
| -12% | -$27.5K | 0.07% | 130 |
|
|
2015
Q3 | $253K | Buy |
3,900
+450
| +13% | +$29.2K | 0.1% | 118 |
|
|
2015
Q2 | $245K | Buy |
+3,450
| New | +$245K | 0.09% | 127 |
|