Staton Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.05M | Sell |
160,536
-3,057
| -2% | -$77.1K | 3.44% | 10 |
|
|
2017
Q1 | $3.93M | Buy |
163,593
+4,374
| +3% | +$105K | 3.38% | 12 |
|
|
2016
Q4 | $3.67M | Sell |
159,219
-4,419
| -3% | -$102K | 3.31% | 12 |
|
|
2016
Q3 | $3.93M | Sell |
163,638
-13,305
| -8% | -$320K | 3.6% | 8 |
|
|
2016
Q2 | $4.31M | Sell |
176,943
-3,459
| -2% | -$84.2K | 3.94% | 8 |
|
|
2016
Q1 | $4.12M | Sell |
180,402
-5,100
| -3% | -$116K | 3.95% | 9 |
|
|
2015
Q4 | $3.79M | Buy |
185,502
+16,293
| +10% | +$333K | 3.88% | 11 |
|
|
2015
Q3 | $3.66M | Sell |
169,209
-4,386
| -3% | -$94.8K | 3.88% | 12 |
|
|
2015
Q2 | $4.1M | Buy |
173,595
+900
| +0.5% | +$21.3K | 3.9% | 10 |
|
|
2015
Q1 | $4.74M | Buy |
+172,695
| New | +$4.74M | 4.33% | 8 |
|