Tiedemann Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.46M | Buy |
64,893
+8,022
| +14% | +$428K | 0.15% | 59 |
|
|
2023
Q2 | $2.98M | Buy |
56,871
+75
| +0.1% | +$3.93K | 0.13% | 63 |
|
|
2023
Q1 | $2.8M | Buy |
56,796
+6
| +0% | +$296 | 0.13% | 66 |
|
|
2022
Q4 | $2.69M | Buy |
56,790
+297
| +0.5% | +$14.1K | 0.13% | 66 |
|
|
2022
Q3 | $2.44M | Sell |
56,493
-279
| -0.5% | -$12.1K | 0.15% | 67 |
|
|
2022
Q2 | $2.3M | Sell |
56,772
-153
| -0.3% | -$6.2K | 0.17% | 63 |
|
|
2022
Q1 | $2.84M | Sell |
56,925
-93
| -0.2% | -$4.63K | 0.14% | 71 |
|
|
2021
Q4 | $2.76M | Hold |
57,018
| – | – | 0.13% | 77 |
|
|
2021
Q3 | $2.65M | Sell |
57,018
-2,400
| -4% | -$111K | 0.14% | 73 |
|
|
2021
Q2 | $2.79M | Sell |
59,418
-1,956
| -3% | -$92K | 0.11% | 89 |
|
|
2021
Q1 | $2.79M | Buy |
61,374
+1,794
| +3% | +$81.6K | 0.12% | 84 |
|
|
2020
Q4 | $2.87M | Sell |
59,580
-1,575
| -3% | -$75.9K | 0.14% | 77 |
|
|
2020
Q3 | $2.85M | Buy |
61,155
+2,892
| +5% | +$135K | 0.14% | 100 |
|
|
2020
Q2 | $2.33M | Sell |
58,263
-570
| -1% | -$22.8K | 0.12% | 106 |
|
|
2020
Q1 | $2.24M | Sell |
58,833
-1,011
| -2% | -$38.5K | 0.14% | 97 |
|
|
2019
Q4 | $2.37M | Buy |
+59,844
| New | +$2.37M | 0.11% | 104 |
|
|
2019
Q1 | – | Sell |
-6,954
| Closed | -$216K | – | 455 |
|
|
2018
Q4 | $216K | Buy |
+6,954
| New | +$216K | 0.01% | 390 |
|
|
2017
Q4 | – | Sell |
-115,995
| Closed | -$2.79M | – | 345 |
|
|
2017
Q3 | $2.79M | Sell |
115,995
-39,030
| -25% | -$939K | 0.25% | 76 |
|
|
2017
Q2 | $3.91M | Buy |
155,025
+15,711
| +11% | +$396K | 0.28% | 69 |
|
|
2017
Q1 | $3.35M | Buy |
139,314
+25,266
| +22% | +$607K | 0.28% | 71 |
|
|
2016
Q4 | $2.63M | Buy |
+114,048
| New | +$2.63M | 0.26% | 74 |
|