SA
Syntax Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $722K | Sell |
4,515
-273
| -6% | -$43.7K | 0.64% | 7 |
|
|
2023
Q2 | $753K | Sell |
4,788
-788
| -14% | -$124K | 0.61% | 5 |
|
|
2023
Q1 | $822K | Buy |
5,576
+277
| +5% | +$40.8K | 0.62% | 4 |
|
|
2022
Q4 | $751K | Sell |
5,299
-684
| -11% | -$97K | 0.63% | 6 |
|
|
2022
Q3 | $776K | Sell |
5,983
-316
| -5% | -$41K | 0.66% | 4 |
|
|
2022
Q2 | $766K | Buy |
6,299
+1,151
| +22% | +$140K | 0.64% | 6 |
|
|
2022
Q1 | $767K | Sell |
5,148
-727
| -12% | -$108K | 0.64% | 6 |
|
|
2021
Q4 | $850K | Buy |
+5,875
| New | +$850K | 0.63% | 5 |
|