TWM
Torch Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.67M | Sell |
22,426
-125
| -0.6% | -$14.9K | 1.47% | 18 |
|
|
2019
Q3 | $2.68M | Hold |
22,551
| – | – | 1.58% | 17 |
|
|
2019
Q2 | $2.49M | Buy |
22,551
+50
| +0.2% | +$5.53K | 1.49% | 18 |
|
|
2019
Q1 | $2.2M | Buy |
22,501
+326
| +1% | +$31.8K | 1.36% | 23 |
|
|
2018
Q4 | $2.07M | Buy |
22,175
+900
| +4% | +$83.9K | 1.48% | 20 |
|
|
2018
Q3 | $2M | Buy |
21,275
+100
| +0.5% | +$9.39K | 1.2% | 29 |
|
|
2018
Q2 | $1.81M | Buy |
21,175
+300
| +1% | +$25.7K | 1.14% | 31 |
|
|
2018
Q1 | $1.86M | Buy |
20,875
+525
| +3% | +$46.7K | 1.2% | 29 |
|
|
2017
Q4 | $2.01M | Hold |
20,350
| – | – | 1.23% | 25 |
|
|
2017
Q3 | $1.59M | Sell |
20,350
-50
| -0.2% | -$3.91K | 1.04% | 35 |
|
|
2017
Q2 | $1.54M | Buy |
+20,400
| New | +$1.54M | 1.07% | 33 |
|
|
2015
Q3 | – | Sell |
-3,350
| Closed | -$238K | – | 105 |
|
|
2015
Q2 | $238K | Hold |
3,350
| – | – | 0.16% | 91 |
|
|
2015
Q1 | $276K | Hold |
3,350
| – | – | 0.21% | 79 |
|
|
2014
Q4 | $288K | Hold |
3,350
| – | – | 0.22% | 79 |
|
|
2014
Q3 | $256K | Hold |
3,350
| – | – | 0.19% | 85 |
|
|
2014
Q2 | $251K | Hold |
3,350
| – | – | 0.17% | 87 |
|
|
2014
Q1 | $256K | Hold |
3,350
| – | – | 0.19% | 84 |
|
|
2013
Q4 | $264K | Buy |
+3,350
| New | +$264K | 0.2% | 83 |
|