South Shore Capital Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $581K | Hold |
13,449
| – | – | 1.35% | 18 |
|
|
2022
Q2 | $545K | Buy |
13,449
+255
| +2% | +$10.3K | 1.14% | 23 |
|
|
2022
Q1 | $655K | Sell |
13,194
-390
| -3% | -$19.4K | 1.07% | 23 |
|
|
2021
Q4 | $655K | Buy |
13,584
+477
| +4% | +$23K | 1.07% | 25 |
|
|
2021
Q3 | $609K | Sell |
13,107
-267
| -2% | -$12.4K | 1.1% | 27 |
|
|
2021
Q2 | $629K | Buy |
13,374
+108
| +0.8% | +$5.08K | 1.11% | 20 |
|
|
2021
Q1 | $601K | Sell |
13,266
-3,912
| -23% | -$177K | 0.6% | 40 |
|
|
2020
Q4 | $825K | Buy |
+17,178
| New | +$825K | 0.82% | 30 |
|