TPB 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
Q1 | $645K | Sell |
13,119
-2,406
| -15% | -$118K | 0.35% | 31 |
|
|
2022
Q4 | $734K | Hold |
15,525
| – | – | 0.38% | 36 |
|
|
2022
Q3 | $671K | Sell |
15,525
-378
| -2% | -$16.3K | 0.32% | 31 |
|
|
2022
Q2 | $644K | Buy |
15,903
+459
| +3% | +$18.6K | 0.29% | 38 |
|
|
2022
Q1 | $767K | Buy |
15,444
+24
| +0.2% | +$1.19K | 0.29% | 33 |
|
|
2021
Q4 | $744K | Buy |
15,420
+690
| +5% | +$33.3K | 0.36% | 32 |
|
|
2021
Q3 | $684K | Buy |
14,730
+2,112
| +17% | +$98.1K | 0.5% | 32 |
|
|
2021
Q2 | $593K | Buy |
12,618
+10,818
| +601% | +$508K | 0.38% | 32 |
|
|
2021
Q1 | $561K | Sell |
1,800
-10,200
| -85% | -$3.18M | 0.48% | 27 |
|
|
2020
Q4 | $600K | Buy |
+12,000
| New | +$600K | 0.59% | 20 |
|