RGT Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,998
| Closed | -$203K | – | 137 |
|
|
2022
Q2 | $203K | Buy |
+4,998
| New | +$203K | 0.03% | 77 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$7K | – | 333 |
|
|
2021
Q4 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 244 |
|
|
2018
Q2 | – | Sell |
-11,934
| Closed | -$354K | – | 91 |
|
|
2018
Q1 | $354K | Buy |
11,934
+1,257
| +12% | +$37.3K | 0.17% | 56 |
|
|
2017
Q4 | $351K | Buy |
10,677
+93
| +0.9% | +$3.06K | 0.19% | 55 |
|
|
2017
Q3 | $276K | Sell |
10,584
-2,517
| -19% | -$65.6K | 0.18% | 63 |
|
|
2017
Q2 | $330K | Buy |
+13,101
| New | +$330K | 0.23% | 48 |
|
|
2017
Q1 | – | Sell |
-16,434
| Closed | -$379K | – | 139 |
|
|
2016
Q4 | $379K | Buy |
16,434
+1,740
| +12% | +$40.1K | 0.21% | 59 |
|
|
2016
Q3 | $353K | Buy |
+14,694
| New | +$353K | 0.22% | 63 |
|