Tower 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
Q4 | – | Sell |
-3,811
| Closed | -$308K | – | 86 |
|
|
2024
Q3 | $308K | Sell |
3,811
-214
| -5% | -$17.3K | 0.18% | 50 |
|
|
2024
Q2 | $273K | Sell |
4,025
-2,939
| -42% | -$199K | 0.17% | 51 |
|
|
2024
Q1 | $419K | Buy |
6,964
+445
| +7% | +$26.8K | 0.27% | 35 |
|
|
2023
Q4 | $343K | Buy |
6,519
+1,410
| +28% | +$74.1K | 0.24% | 42 |
|
|
2023
Q3 | $272K | Buy |
5,109
+750
| +17% | +$40K | 0.22% | 44 |
|
|
2023
Q2 | $228K | Buy |
+4,359
| New | +$228K | 0.18% | 47 |
|