Stanford Investment Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,827
| Closed | -$42K | – | 311 |
|
|
2016
Q4 | $42K | Buy |
1,827
+531
| +41% | +$12.2K | 0.02% | 155 |
|
|
2016
Q3 | $31K | Hold |
1,296
| – | – | 0.01% | 208 |
|
|
2016
Q2 | $32K | Hold |
1,296
| – | – | 0.02% | 193 |
|
|
2016
Q1 | $30K | Hold |
1,296
| – | – | 0.02% | 197 |
|
|
2015
Q4 | $26K | Hold |
1,296
| – | – | 0.01% | 197 |
|
|
2015
Q3 | $28K | Hold |
1,296
| – | – | 0.02% | 188 |
|
|
2015
Q2 | $31K | Hold |
1,296
| – | – | 0.02% | 184 |
|
|
2015
Q1 | $36K | Hold |
1,296
| – | – | 0.03% | 162 |
|
|
2014
Q4 | $37K | Buy |
+1,296
| New | +$37K | 0.03% | 161 |
|