Taylor & Morgan Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,978
| Closed | -$208K | – | 64 |
|
|
2023
Q2 | $208K | Sell |
3,978
-648
| -14% | -$34K | 0.17% | 58 |
|
|
2023
Q1 | $227K | Sell |
4,626
-654
| -12% | -$32.2K | 0.2% | 58 |
|
|
2022
Q4 | $250K | Buy |
5,280
+231
| +5% | +$10.9K | 0.24% | 54 |
|
|
2022
Q3 | $218K | Hold |
5,049
| – | – | 0.22% | 58 |
|
|
2022
Q2 | $205K | Buy |
5,049
+6
| +0.1% | +$244 | 0.19% | 62 |
|
|
2022
Q1 | $250K | Sell |
5,043
-5,976
| -54% | -$296K | 0.2% | 57 |
|
|
2021
Q4 | $532K | Buy |
+11,019
| New | +$532K | 0.43% | 44 |
|