V2 Financial group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,236
| Closed | -$295K | – | 81 |
|
|
2024
Q2 | $295K | Sell |
4,236
-195
| -4% | -$13.6K | 0.2% | 54 |
|
|
2024
Q1 | $267K | Sell |
4,431
-705
| -14% | -$42.4K | 0.18% | 54 |
|
|
2023
Q4 | $270K | Hold |
5,136
| – | – | 0.19% | 50 |
|
|
2023
Q3 | $274K | Sell |
5,136
-3,000
| -37% | -$160K | 0.21% | 48 |
|
|
2023
Q2 | $426K | Hold |
8,136
| – | – | 0.31% | 39 |
|
|
2023
Q1 | $400K | Hold |
8,136
| – | – | 0.29% | 40 |
|
|
2022
Q4 | $385K | Sell |
8,136
-5,100
| -39% | -$241K | 0.31% | 41 |
|
|
2022
Q3 | $572K | Hold |
13,236
| – | – | 0.5% | 28 |
|
|
2022
Q2 | $536K | Hold |
13,236
| – | – | 0.43% | 32 |
|
|
2022
Q1 | $657K | Sell |
13,236
-897
| -6% | -$44.5K | 0.5% | 35 |
|
|
2021
Q4 | $682K | Sell |
14,133
-1,800
| -11% | -$86.8K | 0.53% | 39 |
|
|
2021
Q3 | $740K | Buy |
15,933
+3,387
| +27% | +$157K | 0.64% | 28 |
|
|
2021
Q2 | $590K | Sell |
12,546
-2,400
| -16% | -$113K | 0.5% | 34 |
|
|
2021
Q1 | $677K | Buy |
14,946
+3,546
| +31% | +$161K | 0.61% | 27 |
|
|
2020
Q4 | $548K | Buy |
+11,400
| New | +$548K | 0.55% | 30 |
|