Vahanian & Associates Financial Planning’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-10,599
Closed -$430K 62
2022
Q2
$430K Sell
10,599
-5,148
-33% -$209K 1.85% 17
2022
Q1
$782K Sell
15,747
-6,951
-31% -$345K 1.81% 20
2021
Q4
$1.1M Buy
+22,698
New +$1.1M 0.88% 26