Strategic Wealth Management Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $541K | Sell |
11,511
-489
| -4% | -$23K | 0.2% | 65 |
|
|
2021
Q1 | $543K | Sell |
12,000
-1,422
| -11% | -$64.3K | 0.21% | 66 |
|
|
2020
Q4 | $645K | Sell |
13,422
-276
| -2% | -$13.3K | 0.28% | 50 |
|
|
2020
Q3 | $639K | Buy |
13,698
+1,380
| +11% | +$64.4K | 0.31% | 47 |
|
|
2020
Q2 | $492K | Buy |
12,318
+732
| +6% | +$29.2K | 0.29% | 49 |
|
|
2020
Q1 | $439K | Sell |
11,586
-1,035
| -8% | -$39.2K | 0.33% | 40 |
|
|
2019
Q4 | $500K | Buy |
12,621
+756
| +6% | +$30K | 0.32% | 44 |
|
|
2019
Q3 | $469K | Hold |
11,865
| – | – | 0.34% | 42 |
|
|
2019
Q2 | $437K | Hold |
11,865
| – | – | 0.33% | 43 |
|
|
2019
Q1 | $386K | Hold |
11,865
| – | – | 0.32% | 50 |
|
|
2018
Q4 | $368K | Buy |
+11,865
| New | +$368K | 0.35% | 48 |
|