Sweet Financial Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $972K | Buy |
12,036
+2
| +0% | +$162 | 0.21% | 82 |
|
|
2024
Q2 | $815K | Buy |
12,034
+7
| +0.1% | +$474 | 0.19% | 87 |
|
|
2024
Q1 | $724K | Buy |
12,027
+150
| +1% | +$9.03K | 0.17% | 99 |
|
|
2023
Q4 | $624K | Buy |
11,877
+468
| +4% | +$24.6K | 0.15% | 102 |
|
|
2023
Q3 | $608K | Buy |
11,409
+3
| +0% | +$160 | 0.16% | 88 |
|
|
2023
Q2 | $598K | Buy |
11,406
+204
| +2% | +$10.7K | 0.16% | 93 |
|
|
2023
Q1 | $551K | Buy |
11,202
+3
| +0% | +$147 | 0.15% | 99 |
|
|
2022
Q4 | $529K | Hold |
11,199
| – | – | 0.16% | 96 |
|
|
2022
Q3 | $484K | Sell |
11,199
-411
| -4% | -$17.8K | 0.15% | 93 |
|
|
2022
Q2 | $470K | Sell |
11,610
-2,277
| -16% | -$92.2K | 0.15% | 92 |
|
|
2022
Q1 | $689K | Buy |
13,887
+3,714
| +37% | +$184K | 0.18% | 69 |
|
|
2021
Q4 | $491K | Buy |
+10,173
| New | +$491K | 0.2% | 70 |
|