Transparent Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $445K | Sell |
9,051
-177
| -2% | -$8.7K | 0.33% | 23 |
|
|
2022
Q4 | $436K | Buy |
9,228
+213
| +2% | +$10.1K | 0.34% | 21 |
|
|
2022
Q3 | $390K | Buy |
9,015
+36
| +0.4% | +$1.56K | 0.33% | 22 |
|
|
2022
Q2 | $364K | Buy |
+8,979
| New | +$364K | 0.32% | 21 |
|
|
2022
Q1 | – | Sell |
-8,277
| Closed | -$399K | – | 61 |
|
|
2021
Q4 | $399K | Buy |
+8,277
| New | +$399K | 0.3% | 22 |
|