TrueWealth LLC’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $613K | Buy |
15,360
+405
| +3% | +$16.2K | 0.26% | 59 |
|
|
2020
Q1 | $566K | Buy |
14,955
+174
| +1% | +$6.59K | 0.28% | 62 |
|
|
2019
Q4 | $585K | Buy |
14,781
+162
| +1% | +$6.41K | 0.24% | 68 |
|
|
2019
Q3 | $578K | Buy |
14,619
+3
| +0% | +$119 | 0.25% | 64 |
|
|
2019
Q2 | $538K | Buy |
14,616
+6
| +0% | +$221 | 0.24% | 67 |
|
|
2019
Q1 | $475K | Sell |
14,610
-156
| -1% | -$5.07K | 0.22% | 76 |
|
|
2018
Q4 | $459K | Sell |
14,766
-42
| -0.3% | -$1.31K | 0.23% | 68 |
|
|
2018
Q3 | $464K | Buy |
14,808
+459
| +3% | +$14.4K | 0.21% | 72 |
|
|
2018
Q2 | $410K | Buy |
14,349
+6
| +0% | +$171 | 0.2% | 80 |
|
|
2018
Q1 | $425K | Buy |
14,343
+177
| +1% | +$5.25K | 0.21% | 71 |
|
|
2017
Q4 | $466K | Buy |
+14,166
| New | +$466K | 0.22% | 71 |
|