Taylor Hoffman Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $250K | Buy |
3,699
+201
| +6% | +$13.6K | 0.1% | 100 |
|
|
2024
Q1 | $210K | Buy |
+3,498
| New | +$210K | 0.09% | 106 |
|
|
2023
Q1 | – | Sell |
-5,013
| Closed | -$237K | – | 111 |
|
|
2022
Q4 | $237K | Sell |
5,013
-2,790
| -36% | -$132K | 0.15% | 96 |
|
|
2022
Q3 | $337K | Hold |
7,803
| – | – | 0.18% | 101 |
|
|
2022
Q2 | $319K | Buy |
7,803
+9
| +0.1% | +$368 | 0.16% | 105 |
|
|
2022
Q1 | $387K | Sell |
7,794
-357
| -4% | -$17.7K | 0.16% | 102 |
|
|
2021
Q4 | $393K | Sell |
8,151
-597
| -7% | -$28.8K | 0.15% | 102 |
|
|
2021
Q3 | $400K | Buy |
8,748
+378
| +5% | +$17.3K | 0.17% | 97 |
|
|
2021
Q2 | $393K | Sell |
8,370
-1,011
| -11% | -$47.5K | 0.17% | 97 |
|
|
2021
Q1 | $425K | Sell |
9,381
-102
| -1% | -$4.62K | 0.19% | 91 |
|
|
2020
Q4 | $456K | Buy |
9,483
+204
| +2% | +$9.81K | 0.23% | 90 |
|
|
2020
Q3 | $433K | Sell |
9,279
-537
| -5% | -$25.1K | 0.25% | 86 |
|
|
2020
Q2 | $392K | Sell |
9,816
-642
| -6% | -$25.6K | 0.25% | 91 |
|
|
2020
Q1 | $396K | Sell |
10,458
-171
| -2% | -$6.48K | 0.38% | 77 |
|
|
2019
Q4 | $421K | Sell |
10,629
-201
| -2% | -$7.96K | 0.27% | 83 |
|
|
2019
Q3 | $428K | Hold |
10,830
| – | – | 0.3% | 80 |
|
|
2019
Q2 | $399K | Hold |
10,830
| – | – | 0.32% | 76 |
|
|
2019
Q1 | $352K | Hold |
10,830
| – | – | 0.26% | 87 |
|
|
2018
Q4 | $336K | Hold |
10,830
| – | – | 0.3% | 75 |
|
|
2018
Q3 | $339K | Hold |
10,830
| – | – | 0.27% | 83 |
|
|
2018
Q2 | $309K | Buy |
10,830
+975
| +10% | +$27.8K | 0.27% | 83 |
|
|
2018
Q1 | $292K | Buy |
9,855
+750
| +8% | +$22.2K | 0.27% | 83 |
|
|
2017
Q4 | $300K | Buy |
+9,105
| New | +$300K | 0.29% | 82 |
|