Resource Planning Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-10,596
Closed -$526K 73
2022
Q1
$526K Buy
10,596
+3
+0% +$149 0.38% 41
2021
Q4
$511K Sell
10,593
-915
-8% -$44.1K 0.34% 44
2021
Q3
$535K Sell
11,508
-120
-1% -$5.58K 0.34% 45
2021
Q2
$547K Buy
11,628
+1,815
+18% +$85.4K 0.32% 45
2021
Q1
$444K Hold
9,813
0.29% 45
2020
Q4
$471K Hold
9,813
0.34% 43
2020
Q3
$458K Buy
9,813
+3
+0% +$140 0.35% 41
2020
Q2
$392K Buy
9,810
+3
+0% +$120 0.29% 41
2020
Q1
$371K Hold
9,807
0.32% 37
2019
Q4
$389K Hold
9,807
0.22% 43
2019
Q3
$388K Sell
9,807
-171
-2% -$6.77K 0.23% 42
2019
Q2
$367K Sell
9,978
-384
-4% -$14.1K 0.22% 43
2019
Q1
$337K Buy
10,362
+3
+0% +$98 0.22% 37
2018
Q4
$322K Hold
10,359
0.24% 36
2018
Q3
$324K Buy
+10,359
New +$324K 0.25% 29