TFO Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-138
| Closed | -$8.3K | – | 752 |
|
|
2024
Q1 | $8.3K | Sell |
138
-27
| -16% | -$1.63K | ﹤0.01% | 97 |
|
|
2023
Q4 | $8.67K | Hold |
165
| – | – | ﹤0.01% | 103 |
|
|
2023
Q3 | $8.65K | Buy |
165
+27
| +20% | +$1.42K | ﹤0.01% | 168 |
|
|
2023
Q2 | $7.23K | Hold |
138
| – | – | ﹤0.01% | 161 |
|
|
2023
Q1 | $6.78K | Buy |
138
+132
| +2,200% | +$6.49K | ﹤0.01% | 121 |
|
|
2022
Q4 | $91 | Buy |
+6
| New | +$91 | ﹤0.01% | 792 |
|
|
2022
Q3 | – | Sell |
-225
| Closed | -$9K | – | 501 |
|
|
2022
Q2 | $9K | Buy |
+225
| New | +$9K | ﹤0.01% | 146 |
|
|
2020
Q4 | – | Sell |
-6,900
| Closed | -$322K | – | 174 |
|
|
2020
Q3 | $322K | Sell |
6,900
-129
| -2% | -$6.02K | 0.12% | 21 |
|
|
2020
Q2 | $281K | Hold |
7,029
| – | – | 0.11% | 25 |
|
|
2020
Q1 | $266K | Hold |
7,029
| – | – | 0.11% | 29 |
|
|
2019
Q4 | $278K | Buy |
+7,029
| New | +$278K | 0.26% | 26 |
|