Sargent Bickham Lagudis’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$898K Sell
19,011
-444
-2% -$21K 0.07% 138
2022
Q3
$841K Sell
19,455
-62,184
-76% -$2.69M 0.08% 137
2022
Q2
$3.31M Buy
81,639
+2,064
+3% +$83.6K 0.29% 80
2022
Q1
$3.95M Buy
79,575
+6,600
+9% +$328K 0.31% 71
2021
Q4
$3.52M Buy
72,975
+4,683
+7% +$226K 0.27% 82
2021
Q3
$3.17M Sell
68,292
-18
-0% -$836 0.26% 85
2021
Q2
$3.21M Buy
68,310
+3,150
+5% +$148K 0.26% 79
2021
Q1
$2.95M Buy
65,160
+4,638
+8% +$210K 0.26% 80
2020
Q4
$2.91M Buy
60,522
+5,418
+10% +$260K 0.27% 77
2020
Q3
$2.57M Buy
55,104
+40,536
+278% +$1.89M 0.26% 77
2020
Q2
$582K Buy
14,568
+2,004
+16% +$80.1K 0.06% 129
2020
Q1
$476K Sell
12,564
-1,071
-8% -$40.6K 0.06% 148
2019
Q4
$540K Buy
13,635
+621
+5% +$24.6K 0.06% 138
2019
Q3
$515K Sell
13,014
-3
-0% -$119 0.06% 134
2019
Q2
$479K Sell
13,017
-264
-2% -$9.72K 0.06% 143
2019
Q1
$432K Buy
13,281
+705
+6% +$22.9K 0.05% 152
2018
Q4
$390K Buy
12,576
+2,721
+28% +$84.4K 0.05% 152
2018
Q3
$308K Buy
9,855
+1,488
+18% +$46.5K 0.04% 173
2018
Q2
$239K Buy
8,367
+1,077
+15% +$30.8K 0.03% 186
2018
Q1
$216K Buy
7,290
+15
+0.2% +$444 0.03% 198
2017
Q4
$239K Sell
7,275
-1,500
-17% -$49.3K 0.03% 198
2017
Q3
$229K Buy
8,775
+2,415
+38% +$63K 0.03% 204
2017
Q2
$160K Buy
6,360
+642
+11% +$16.2K 0.02% 224
2017
Q1
$137K Sell
5,718
-70,170
-92% -$1.68M 0.02% 245
2016
Q4
$1.75M Buy
75,888
+74,607
+5,824% +$1.72M 0.27% 88
2016
Q3
$2.02K Sell
1,281
-80,169
-98% -$126K 0.3% 84
2016
Q2
$1.98M Buy
81,450
+4,431
+6% +$108K 0.31% 83
2016
Q1
$1.76M Buy
+77,019
New +$1.76M 0.28% 81