Rothschild & Co Wealth Management (UK)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,737
| Closed | -$50K | – | 55 |
|
|
2018
Q2 | $50K | Buy |
+1,737
| New | +$50K | ﹤0.01% | 37 |
|
|
2015
Q3 | – | Sell |
-6,000
| Closed | -$142K | – | 65 |
|
|
2015
Q2 | $142K | Hold |
6,000
| – | – | 0.01% | 37 |
|
|
2015
Q1 | $165K | Hold |
6,000
| – | – | 0.02% | 62 |
|
|
2014
Q4 | $172K | Hold |
6,000
| – | – | 0.02% | 37 |
|
|
2014
Q3 | $153K | Hold |
6,000
| – | – | 0.02% | 40 |
|
|
2014
Q2 | $150K | Hold |
6,000
| – | – | 0.02% | 44 |
|
|
2014
Q1 | $153K | Buy |
+6,000
| New | +$153K | 0.02% | 43 |
|