Taylor Wealth Management Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-300
| Closed | -$9K | – | 115 |
|
2018
Q4 | $9K | Hold |
300
| – | – | 0.01% | 89 |
|
2018
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 104 |
|
2018
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 114 |
|
2018
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 108 |
|
2017
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 131 |
|
2017
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 140 |
|
2017
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 140 |
|
2017
Q1 | $7K | Sell |
300
-150
| -33% | -$3.5K | ﹤0.01% | 141 |
|
2016
Q4 | $10K | Sell |
450
-150
| -25% | -$3.33K | ﹤0.01% | 138 |
|
2016
Q3 | $14K | Sell |
600
-300
| -33% | -$7K | 0.01% | 118 |
|
2016
Q2 | $22K | Hold |
900
| – | – | 0.01% | 102 |
|
2016
Q1 | $21K | Hold |
900
| – | – | 0.01% | 97 |
|
2015
Q4 | $18K | Hold |
900
| – | – | 0.01% | 102 |
|
2015
Q3 | $19K | Sell |
900
-1,800
| -67% | -$38K | 0.01% | 101 |
|
2015
Q2 | $64K | Buy |
2,700
+1,800
| +200% | +$42.7K | 0.02% | 84 |
|
2015
Q1 | $25K | Buy |
+900
| New | +$25K | 0.01% | 105 |
|