Private Vista’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $511K | Sell |
12,825
-3,021
| -19% | -$120K | 0.25% | 62 |
|
|
2020
Q1 | $600K | Sell |
15,846
-411
| -3% | -$15.6K | 0.23% | 66 |
|
|
2019
Q4 | $646K | Buy |
16,257
+36
| +0.2% | +$1.43K | 0.17% | 59 |
|
|
2019
Q3 | $642K | Buy |
+16,221
| New | +$642K | 0.17% | 64 |
|
|
2019
Q2 | – | Sell |
-15,051
| Closed | -$490K | – | 162 |
|
|
2019
Q1 | $490K | Sell |
15,051
-669
| -4% | -$21.8K | 0.12% | 89 |
|
|
2018
Q4 | $488K | Sell |
15,720
-108
| -0.7% | -$3.35K | 0.11% | 84 |
|
|
2018
Q3 | $496K | Sell |
15,828
-120
| -0.8% | -$3.76K | 0.1% | 89 |
|
|
2018
Q2 | $455K | Sell |
15,948
-927
| -5% | -$26.4K | 0.11% | 92 |
|
|
2018
Q1 | $500K | Buy |
16,875
+156
| +0.9% | +$4.62K | 0.15% | 72 |
|
|
2017
Q4 | $550K | Buy |
16,719
+1,200
| +8% | +$39.5K | 0.17% | 44 |
|
|
2017
Q3 | $404K | Sell |
15,519
-150
| -1% | -$3.91K | 0.09% | 76 |
|
|
2017
Q2 | $397K | Buy |
15,669
+150
| +1% | +$3.8K | 0.1% | 55 |
|
|
2017
Q1 | $389K | Hold |
15,519
| – | – | 0.1% | 53 |
|
|
2016
Q4 | $352K | Sell |
15,519
-375
| -2% | -$8.51K | 0.1% | 43 |
|
|
2016
Q3 | $368K | Buy |
15,894
+375
| +2% | +$8.68K | 0.09% | 51 |
|
|
2016
Q2 | $382K | Hold |
15,519
| – | – | 0.13% | 37 |
|
|
2016
Q1 | $346K | Hold |
15,519
| – | – | 0.12% | 30 |
|
|
2015
Q4 | $315K | Buy |
+15,519
| New | +$315K | 0.14% | 34 |
|