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