Triad Financial 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 | $282K | Buy |
5,283
+480
| +10% | +$25.6K | 0.1% | 83 |
|
|
2023
Q2 | $252K | Buy |
4,803
+6
| +0.1% | +$314 | 0.1% | 83 |
|
|
2023
Q1 | $236K | Sell |
4,797
-135
| -3% | -$6.64K | 0.1% | 91 |
|
|
2022
Q4 | $233K | Sell |
4,932
-372
| -7% | -$17.6K | 0.1% | 96 |
|
|
2022
Q3 | $229K | Buy |
5,304
+111
| +2% | +$4.79K | 0.12% | 89 |
|
|
2022
Q2 | $210K | Buy |
5,193
+3
| +0.1% | +$121 | 0.12% | 99 |
|
|
2022
Q1 | $258K | Sell |
5,190
-3,621
| -41% | -$180K | 0.14% | 94 |
|
|
2021
Q4 | $425K | Buy |
+8,811
| New | +$425K | 0.25% | 61 |
|