SVA 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
Q4 | $6.57M | Sell |
136,734
-5,025
| -4% | -$241K | 0.57% | 36 |
|
|
2020
Q3 | $6.61M | Buy |
141,759
+1,911
| +1% | +$89.1K | 0.66% | 34 |
|
|
2020
Q2 | $5.58M | Buy |
139,848
+6,213
| +5% | +$248K | 0.6% | 39 |
|
|
2020
Q1 | $5.06M | Buy |
133,635
+5,850
| +5% | +$222K | 0.58% | 37 |
|
|
2019
Q4 | $5.06M | Sell |
127,785
-3,216
| -2% | -$127K | 0.46% | 46 |
|
|
2019
Q3 | $5.18M | Sell |
131,001
-747
| -0.6% | -$29.5K | 0.51% | 42 |
|
|
2019
Q2 | $4.85M | Sell |
131,748
-4,542
| -3% | -$167K | 0.48% | 48 |
|
|
2019
Q1 | $4.43M | Buy |
136,290
+7,797
| +6% | +$253K | 0.43% | 55 |
|
|
2018
Q4 | $3.99M | Buy |
128,493
+6,930
| +6% | +$215K | 0.45% | 59 |
|
|
2018
Q3 | $3.81M | Buy |
121,563
+2,487
| +2% | +$77.8K | 0.39% | 61 |
|
|
2018
Q2 | $3.4M | Sell |
119,076
-8,532
| -7% | -$244K | 0.37% | 62 |
|
|
2018
Q1 | $3.32M | Buy |
127,608
+4,074
| +3% | +$106K | 0.41% | 69 |
|
|
2017
Q4 | $4.07M | Sell |
123,534
-4,074
| -3% | -$134K | 0.48% | 57 |
|
|
2017
Q3 | $3.32M | Buy |
127,608
+4,023
| +3% | +$105K | 0.41% | 69 |
|
|
2017
Q2 | $3.12M | Buy |
123,585
+2,931
| +2% | +$73.9K | 0.4% | 70 |
|
|
2017
Q1 | $2.9M | Buy |
120,654
+15,819
| +15% | +$380K | 0.39% | 71 |
|
|
2016
Q4 | $2.42M | Buy |
104,835
+2,361
| +2% | +$54.4K | 0.36% | 77 |
|
|
2016
Q3 | $2.46M | Sell |
102,474
-3,330
| -3% | -$80.1K | 0.38% | 75 |
|
|
2016
Q2 | $2.58M | Buy |
105,804
+5,442
| +5% | +$132K | 0.42% | 71 |
|
|
2016
Q1 | $2.29M | Buy |
100,362
+24,300
| +32% | +$555K | 0.38% | 72 |
|
|
2015
Q4 | $1.55M | Buy |
76,062
+61,515
| +423% | +$1.26M | 0.27% | 93 |
|
|
2015
Q3 | $314K | Sell |
14,547
-537
| -4% | -$11.6K | 0.06% | 171 |
|
|
2015
Q2 | $357K | Buy |
15,084
+1,203
| +9% | +$28.5K | 0.07% | 165 |
|
|
2015
Q1 | $381K | Sell |
13,881
-750
| -5% | -$20.6K | 0.07% | 166 |
|
|
2014
Q4 | $419K | Buy |
14,631
+177
| +1% | +$5.07K | 0.15% | 127 |
|
|
2014
Q3 | $368K | Hold |
14,454
| – | – | 0.16% | 121 |
|
|
2014
Q2 | $362K | Sell |
14,454
-1,362
| -9% | -$34.1K | 0.15% | 118 |
|
|
2014
Q1 | $403K | Buy |
15,816
+1,032
| +7% | +$26.3K | 0.19% | 105 |
|
|
2013
Q4 | $388K | Buy |
+14,784
| New | +$388K | 0.23% | 97 |
|