Unified Trust Company’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $485K | Hold |
10,431
| – | – | 0.14% | 62 |
|
|
2021
Q2 | $490K | Buy |
10,431
+3,054
| +41% | +$143K | 0.15% | 60 |
|
|
2021
Q1 | $334K | Hold |
7,377
| – | – | 0.11% | 65 |
|
|
2020
Q4 | $352K | Sell |
7,377
-600
| -8% | -$28.6K | 0.2% | 48 |
|
|
2020
Q3 | $372K | Sell |
7,977
-828
| -9% | -$38.6K | 0.26% | 43 |
|
|
2020
Q2 | $351K | Buy |
8,805
+123
| +1% | +$4.9K | 0.26% | 48 |
|
|
2020
Q1 | $328K | Hold |
8,682
| – | – | 0.22% | 45 |
|
|
2019
Q4 | $343K | Hold |
8,682
| – | – | 0.21% | 46 |
|
|
2019
Q3 | $343K | Buy |
+8,682
| New | +$343K | 0.23% | 46 |
|