PRW Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-22,938
| Closed | -$1.08M | – | 294 |
|
|
2021
Q2 | $1.08M | Buy |
+22,938
| New | +$1.08M | 0.32% | 90 |
|
|
2019
Q2 | – | Sell |
-1,854
| Closed | -$61K | – | 677 |
|
|
2019
Q1 | $61K | Sell |
1,854
-480
| -21% | -$15.8K | 0.06% | 119 |
|
|
2018
Q4 | $73K | Buy |
+2,334
| New | +$73K | 0.09% | 111 |
|