Roosevelt Investment Group’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $204K | Hold |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $5.17M | Sell |
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|
2015
Q1 | $32.8M | Buy |
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|
2014
Q4 | $14.6M | Buy |
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