Sullivan, Bruyette, Speros & Blaney’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $851K | Buy |
|
|||||
|
2020
Q4 | $869K | Buy |
|
|||||
|
2020
Q3 | $779K | Buy |
|
|||||
|
2020
Q2 | $659K | Sell |
|
|||||
|
2020
Q1 | $698K | Sell |
|
|||||
|
2019
Q4 | $742K | Buy |
|
|||||
|
2019
Q3 | $672K | Buy |
|
|||||
|
2019
Q2 | $617K | Buy |
|
|||||
|
2019
Q1 | $537K | Sell |
|
|||||
|
2018
Q4 | $555K | Buy |
|
|||||
|
2018
Q3 | $523K | Buy |
|
|||||
|
2018
Q2 | $471K | Sell |
|
|||||
|
2018
Q1 | $540K | Sell |
|
|||||
|
2017
Q4 | $619K | Buy |
|
|||||
|
2017
Q3 | $470K | Buy |
|
|||||
|
2017
Q2 | $400K | Sell |
|
|||||
|
2017
Q1 | $393K | Buy |
|
|||||
|
2016
Q4 | $336K | Buy |
|
|||||
|
2016
Q3 | $326K | Sell |
|
|||||
|
2016
Q2 | $332K | Buy |
|