Stifel Trust’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $199K | Sell |
7,791
-2,910
| -27% | -$74.3K | 0.04% | 178 |
|
|
2014
Q2 | $268K | Sell |
10,701
-75
| -0.7% | -$1.88K | 0.05% | 162 |
|
|
2014
Q1 | $275K | Sell |
10,776
-600
| -5% | -$15.3K | 0.05% | 159 |
|
|
2013
Q4 | $299K | Sell |
11,376
-117
| -1% | -$3.08K | 0.06% | 158 |
|
|
2013
Q3 | $284K | Hold |
11,493
| – | – | 0.06% | 161 |
|
|
2013
Q2 | $286K | Buy |
+11,493
| New | +$286K | 0.06% | 155 |
|