Steward Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $86K | Buy |
1,629
+33
| +2% | +$1.74K | 0.03% | 107 |
|
2023
Q2 | $83K | Buy |
+1,596
| New | +$83K | 0.03% | 102 |
|
2022
Q3 | – | Sell |
-1,275
| Closed | -$51K | – | 1333 |
|
2022
Q2 | $51K | Sell |
1,275
-69
| -5% | -$2.76K | 0.04% | 87 |
|
2022
Q1 | $66K | Buy |
1,344
+960
| +250% | +$47.1K | 0.06% | 67 |
|
2021
Q4 | $18K | Buy |
+384
| New | +$18K | 0.02% | 128 |
|