Ten Capital Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $214K | Buy |
4,089
+975
| +31% | +$51K | 0.06% | 124 |
|
2023
Q1 | $153K | Buy |
3,114
+369
| +13% | +$18.1K | 0.05% | 129 |
|
2022
Q4 | $130K | Sell |
2,745
-231
| -8% | -$10.9K | 0.05% | 112 |
|
2022
Q3 | $129K | Sell |
2,976
-24
| -0.8% | -$1.04K | 0.06% | 103 |
|
2022
Q2 | $122K | Buy |
3,000
+78
| +3% | +$3.17K | 0.05% | 111 |
|
2022
Q1 | $145K | Buy |
2,922
+1,290
| +79% | +$64K | 0.06% | 94 |
|
2021
Q4 | $79K | Buy |
1,632
+300
| +23% | +$14.5K | 0.03% | 103 |
|
2021
Q3 | $62K | Buy |
1,332
+1,032
| +344% | +$48K | 0.03% | 119 |
|
2021
Q2 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 285 |
|
2021
Q1 | – | Sell |
-1,317
| Closed | -$63K | – | 413 |
|
2020
Q4 | $63K | Buy |
+1,317
| New | +$63K | 0.02% | 156 |
|