Rockefeller Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.79M | Hold |
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|
2017
Q2 | $1.74M | Hold |
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|
2017
Q1 | $1.65M | Sell |
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|
2016
Q4 | $2.08M | Hold |
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|
2016
Q3 | $2.17M | Sell |
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|
2016
Q2 | $2.21M | Sell |
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|
2016
Q1 | $2.13M | Hold |
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|
2015
Q4 | $1.91M | Buy |
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|
2015
Q3 | $1.31M | Sell |
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|
2015
Q2 | $77.6M | Sell |
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|
2015
Q1 | $91.8M | Sell |
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|
2014
Q4 | $114M | Buy |
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|
2014
Q3 | $67.8M | Buy |
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|
2014
Q2 | $62.4M | Buy |
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|
2014
Q1 | $62.5M | Buy |
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|
2013
Q4 | $63.6M | Buy |
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|
2013
Q3 | $57M | Buy |
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|
2013
Q2 | $56.5M | Buy |
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