TD Ameritrade Investment 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 |
-4,758
| Closed | -$249K | – | 517 |
|
|
2023
Q2 | $249K | Sell |
4,758
-1,689
| -26% | -$88.4K | ﹤0.01% | 151 |
|
|
2023
Q1 | $317K | Sell |
6,447
-2,286
| -26% | -$112K | ﹤0.01% | 143 |
|
|
2022
Q4 | $413K | Sell |
8,733
-2,067
| -19% | -$97.8K | ﹤0.01% | 142 |
|
|
2022
Q3 | $467K | Sell |
10,800
-3,588
| -25% | -$155K | ﹤0.01% | 146 |
|
|
2022
Q2 | $583K | Sell |
14,388
-4,983
| -26% | -$202K | 0.01% | 143 |
|
|
2022
Q1 | $962K | Buy |
19,371
+759
| +4% | +$37.7K | 0.01% | 136 |
|
|
2021
Q4 | $898K | Sell |
18,612
-6,195
| -25% | -$299K | 0.01% | 136 |
|
|
2021
Q3 | $1.16M | Buy |
24,807
+7,188
| +41% | +$335K | 0.01% | 113 |
|
|
2021
Q2 | $828K | Buy |
17,619
+678
| +4% | +$31.9K | 0.01% | 130 |
|
|
2021
Q1 | $814K | Hold |
16,941
| – | – | 0.01% | 123 |
|
|
2020
Q4 | $814K | Sell |
16,941
-7,866
| -32% | -$378K | 0.01% | 123 |
|
|
2020
Q3 | $1.16M | Buy |
24,807
+297
| +1% | +$13.9K | 0.01% | 113 |
|
|
2020
Q2 | $979K | Sell |
24,510
-12,144
| -33% | -$485K | 0.01% | 121 |
|
|
2020
Q1 | $1.39M | Sell |
36,654
-2,970
| -7% | -$112K | 0.01% | 104 |
|
|
2019
Q4 | $1.57M | Sell |
39,624
-5,928
| -13% | -$235K | 0.01% | 104 |
|
|
2019
Q3 | $1.8M | Buy |
45,552
+4,863
| +12% | +$192K | 0.01% | 98 |
|
|
2019
Q2 | $1.5M | Buy |
40,689
+7,464
| +22% | +$275K | 0.01% | 99 |
|
|
2019
Q1 | $1.08M | Buy |
33,225
+8,148
| +32% | +$265K | 0.01% | 106 |
|
|
2018
Q4 | $779K | Buy |
25,077
+10,842
| +76% | +$337K | 0.01% | 103 |
|
|
2018
Q3 | $446K | Buy |
14,235
+12,423
| +686% | +$389K | ﹤0.01% | 106 |
|
|
2018
Q2 | $52K | Buy |
+1,812
| New | +$52K | ﹤0.01% | 136 |
|