Stewardship Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.54M | Sell |
56,151
-5,124
| -8% | -$232K | 0.88% | 18 |
|
|
2020
Q4 | $2.94M | Buy |
61,275
+2,016
| +3% | +$96.9K | 1.08% | 14 |
|
|
2020
Q3 | $2.76M | Sell |
59,259
-2,544
| -4% | -$119K | 1.14% | 16 |
|
|
2020
Q2 | $2.47M | Buy |
61,803
+2,151
| +4% | +$85.9K | 1.08% | 15 |
|
|
2020
Q1 | $2.26M | Sell |
59,652
-5,982
| -9% | -$227K | 1.15% | 16 |
|
|
2019
Q4 | $2.6M | Buy |
65,634
+1,923
| +3% | +$76.2K | 0.95% | 16 |
|
|
2019
Q3 | $2.52M | Sell |
63,711
-1,428
| -2% | -$56.5K | 1.06% | 17 |
|
|
2019
Q2 | $2.4M | Sell |
65,139
-168
| -0.3% | -$6.19K | 1.04% | 18 |
|
|
2019
Q1 | $2.12M | Sell |
65,307
-912
| -1% | -$29.6K | 0.98% | 19 |
|
|
2018
Q4 | $2.06M | Buy |
66,219
+36
| +0.1% | +$1.12K | 1.05% | 17 |
|
|
2018
Q3 | $2.07M | Buy |
66,183
+894
| +1% | +$28K | 0.98% | 19 |
|
|
2018
Q2 | $1.86M | Sell |
65,289
-672
| -1% | -$19.2K | 0.93% | 20 |
|
|
2018
Q1 | $1.96M | Buy |
65,961
+180
| +0.3% | +$5.34K | 0.97% | 18 |
|
|
2017
Q4 | $2.17M | Sell |
65,781
-10,128
| -13% | -$333K | 1.11% | 19 |
|
|
2017
Q3 | $1.98M | Sell |
75,909
-2,028
| -3% | -$52.8K | 1.14% | 17 |
|
|
2017
Q2 | $1.97M | Sell |
77,937
-2,625
| -3% | -$66.2K | 1.19% | 16 |
|
|
2017
Q1 | $1.94M | Sell |
80,562
-19,479
| -19% | -$468K | 1.21% | 16 |
|
|
2016
Q4 | $2.31M | Buy |
100,041
+14,037
| +16% | +$323K | 1.45% | 17 |
|
|
2016
Q3 | $2.07M | Sell |
86,004
-18
| -0% | -$433 | 1.33% | 18 |
|
|
2016
Q2 | $2.09M | Buy |
86,022
+34,584
| +67% | +$842K | 1.43% | 18 |
|
|
2016
Q1 | $1.17M | Sell |
51,438
-37,998
| -42% | -$867K | 0.93% | 23 |
|
|
2015
Q4 | $1.83M | Buy |
+89,436
| New | +$1.83M | 1.46% | 23 |
|