QP Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.36M | Sell |
25,566
-6,135
| -19% | -$327K | 2.38% | 12 |
|
2023
Q2 | $1.66M | Sell |
31,701
-2,517
| -7% | -$132K | 2.63% | 11 |
|
2023
Q1 | $1.68M | Sell |
34,218
-3,078
| -8% | -$151K | 2.75% | 10 |
|
2022
Q4 | $1.76M | Sell |
37,296
-4,137
| -10% | -$196K | 2.75% | 12 |
|
2022
Q3 | $1.83M | Buy |
41,433
+888
| +2% | +$39.2K | 2.63% | 14 |
|
2022
Q2 | $1.64M | Sell |
40,545
-300
| -0.7% | -$12.2K | 2.25% | 16 |
|
2022
Q1 | $2.03M | Sell |
40,845
-30
| -0.1% | -$1.49K | 2.27% | 16 |
|
2021
Q4 | $1.97M | Buy |
40,875
+126
| +0.3% | +$6.08K | 2.09% | 16 |
|
2021
Q3 | $1.89M | Sell |
40,749
-129
| -0.3% | -$5.99K | 2.03% | 19 |
|
2021
Q2 | $1.92M | Buy |
40,878
+1,332
| +3% | +$62.6K | 1.97% | 19 |
|
2021
Q1 | $1.79M | Buy |
39,546
+150
| +0.4% | +$6.79K | 1.95% | 20 |
|
2020
Q4 | $1.89M | Sell |
39,396
-1,011
| -3% | -$48.6K | 2.09% | 18 |
|
2020
Q3 | $1.88M | Buy |
40,407
+525
| +1% | +$24.5K | 2.41% | 16 |
|
2020
Q2 | $1.59M | Buy |
39,882
+60
| +0.2% | +$2.4K | 2.2% | 18 |
|
2020
Q1 | $1.71M | Buy |
39,822
+750
| +2% | +$32.1K | 2.47% | 15 |
|
2019
Q4 | $1.52M | Buy |
+39,072
| New | +$1.52M | 1.85% | 16 |
|