Sunflower Bank Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $1.01M | Sell |
21,738
-5,775
| -21% | -$269K | 0.34% | 42 |
|
2020
Q2 | $1.1M | Hold |
27,513
| – | – | 0.37% | 42 |
|
2020
Q1 | $1.04M | Sell |
27,513
-1,050
| -4% | -$39.8K | 0.4% | 40 |
|
2019
Q4 | $1.13M | Sell |
28,563
-5,481
| -16% | -$217K | 0.35% | 43 |
|
2019
Q3 | $1.35M | Buy |
34,044
+681
| +2% | +$26.9K | 0.43% | 37 |
|
2019
Q2 | $1.23M | Sell |
33,363
-600
| -2% | -$22.1K | 0.4% | 37 |
|
2019
Q1 | $1.1M | Sell |
33,963
-450
| -1% | -$14.6K | 0.33% | 45 |
|
2018
Q4 | $1.07M | Hold |
34,413
| – | – | 0.34% | 44 |
|
2018
Q3 | $1.08M | Sell |
34,413
-2,700
| -7% | -$84.5K | 0.3% | 46 |
|
2018
Q2 | $1.06M | Sell |
37,113
-660
| -2% | -$18.9K | 0.31% | 50 |
|
2018
Q1 | $1.12M | Sell |
37,773
-1,200
| -3% | -$35.6K | 0.31% | 49 |
|
2017
Q4 | $1.28M | Sell |
38,973
-90
| -0.2% | -$2.96K | 0.35% | 48 |
|
2017
Q3 | $1.02M | Sell |
39,063
-390
| -1% | -$10.2K | 0.37% | 36 |
|
2017
Q2 | $995K | Buy |
39,453
+3,333
| +9% | +$84.1K | 0.34% | 44 |
|
2017
Q1 | $868K | Hold |
36,120
| – | – | 0.3% | 48 |
|
2016
Q4 | $832K | Hold |
36,120
| – | – | 0.3% | 50 |
|
2016
Q3 | $868K | Buy |
36,120
+3,300
| +10% | +$79.3K | 0.32% | 50 |
|
2016
Q2 | $799K | Hold |
32,820
| – | – | 0.28% | 51 |
|
2016
Q1 | $749K | Hold |
32,820
| – | – | 0.27% | 50 |
|
2015
Q4 | $670K | Buy |
32,820
+20,985
| +177% | +$428K | 0.24% | 56 |
|
2015
Q3 | $256K | Hold |
11,835
| – | – | 0.09% | 79 |
|
2015
Q2 | $280K | Sell |
11,835
-150
| -1% | -$3.55K | 0.1% | 79 |
|
2015
Q1 | $329K | Sell |
11,985
-300
| -2% | -$8.24K | 0.11% | 82 |
|
2014
Q4 | $352K | Sell |
12,285
-3,000
| -20% | -$86K | 0.11% | 80 |
|
2014
Q3 | $389K | Sell |
15,285
-16,815
| -52% | -$428K | 0.13% | 73 |
|
2014
Q2 | $804K | Hold |
32,100
| – | – | 0.33% | 54 |
|
2014
Q1 | $818K | Sell |
32,100
-615
| -2% | -$15.7K | 0.4% | 47 |
|
2013
Q4 | $858K | Sell |
32,715
-150
| -0.5% | -$3.93K | 0.43% | 43 |
|
2013
Q3 | $810K | Sell |
32,865
-330
| -1% | -$8.13K | 0.44% | 44 |
|
2013
Q2 | $824K | Buy |
+33,195
| New | +$824K | 0.45% | 42 |
|