Squar Milner Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20,154
| Closed | -$805K | – | 198 |
|
|
2020
Q2 | $805K | Buy |
20,154
+1,536
| +8% | +$61.4K | 0.46% | 55 |
|
|
2020
Q1 | $705K | Sell |
18,618
-3,978
| -18% | -$151K | 0.42% | 44 |
|
|
2019
Q4 | $895K | Buy |
22,596
+2,388
| +12% | +$94.6K | 0.45% | 35 |
|
|
2019
Q3 | $942K | Buy |
20,208
+2,556
| +14% | +$119K | 0.48% | 54 |
|
|
2019
Q2 | $650K | Buy |
17,652
+5,982
| +51% | +$220K | 0.44% | 44 |
|
|
2019
Q1 | $379K | Buy |
11,670
+1,905
| +20% | +$61.9K | 0.28% | 80 |
|
|
2018
Q4 | $303K | Hold |
9,765
| – | – | 0.29% | 88 |
|
|
2018
Q3 | $306K | Sell |
9,765
-2,400
| -20% | -$75.2K | 0.28% | 96 |
|
|
2018
Q2 | $347K | Buy |
12,165
+150
| +1% | +$4.28K | 0.31% | 86 |
|
|
2018
Q1 | $356K | Hold |
12,015
| – | – | 0.45% | 73 |
|
|
2017
Q4 | $439K | Buy |
+12,015
| New | +$439K | 0.53% | 59 |
|