Sadoff Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $229K | Hold |
5,304
| – | – | 0.02% | 76 |
|
|
2022
Q2 | $215K | Buy |
5,304
+570
| +12% | +$23.1K | 0.02% | 84 |
|
|
2022
Q1 | $235K | Sell |
4,734
-345
| -7% | -$17.1K | 0.01% | 91 |
|
|
2021
Q4 | $245K | Buy |
5,079
+339
| +7% | +$16.4K | 0.01% | 90 |
|
|
2021
Q3 | $220K | Hold |
4,740
| – | – | 0.01% | 89 |
|
|
2021
Q2 | $223K | Hold |
4,740
| – | – | 0.01% | 88 |
|
|
2021
Q1 | $215K | Buy |
+4,740
| New | +$215K | 0.02% | 91 |
|
|
2020
Q4 | – | Sell |
-4,875
| Closed | -$227K | – | 99 |
|
|
2020
Q3 | $227K | Sell |
4,875
-3,600
| -42% | -$168K | 0.02% | 88 |
|
|
2020
Q2 | $338K | Hold |
8,475
| – | – | 0.03% | 73 |
|
|
2020
Q1 | $321K | Sell |
8,475
-90
| -1% | -$3.41K | 0.04% | 69 |
|
|
2019
Q4 | $339K | Hold |
8,565
| – | – | 0.03% | 75 |
|
|
2019
Q3 | $339K | Hold |
8,565
| – | – | 0.03% | 68 |
|
|
2019
Q2 | $315K | Hold |
8,565
| – | – | 0.03% | 69 |
|
|
2019
Q1 | $278K | Sell |
8,565
-180
| -2% | -$5.84K | 0.02% | 73 |
|
|
2018
Q4 | $272K | Buy |
8,745
+2,250
| +35% | +$70K | 0.03% | 75 |
|
|
2018
Q3 | $203K | Buy |
+6,495
| New | +$203K | 0.02% | 86 |
|