Smith & Howard Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-12,675
| Closed | -$300K | – | 87 |
|
|
2015
Q2 | $300K | Sell |
12,675
-555
| -4% | -$13.1K | 0.13% | 46 |
|
|
2015
Q1 | $363K | Buy |
13,230
+5,025
| +61% | +$138K | 0.16% | 35 |
|
|
2014
Q4 | $235K | Hold |
8,205
| – | – | 0.11% | 44 |
|
|
2014
Q3 | $209K | Hold |
8,205
| – | – | 0.11% | 41 |
|
|
2014
Q2 | $205K | Hold |
8,205
| – | – | 0.11% | 40 |
|
|
2014
Q1 | $209K | Hold |
8,205
| – | – | 0.12% | 32 |
|
|
2013
Q4 | $215K | Buy |
8,205
+2,130
| +35% | +$55.8K | 0.12% | 35 |
|
|
2013
Q3 | $150K | Hold |
6,075
| – | – | 0.09% | 39 |
|
|
2013
Q2 | $151K | Buy |
+6,075
| New | +$151K | 0.1% | 41 |
|