Visionary Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,846
| Closed | -$225K | – | 314 |
|
|
2017
Q4 | $225K | Buy |
+6,846
| New | +$225K | 0.06% | 232 |
|
|
2016
Q4 | – | Sell |
-120,147
| Closed | -$2.89M | – | 107 |
|
|
2016
Q3 | $2.89M | Buy |
120,147
+6,060
| +5% | +$146K | 1% | 45 |
|
|
2016
Q2 | $2.78M | Buy |
114,087
+6,090
| +6% | +$148K | 0.99% | 25 |
|
|
2016
Q1 | $2.47M | Buy |
+107,997
| New | +$2.47M | 0.87% | 55 |
|
|
2014
Q3 | – | Sell |
-195
| Closed | -$5K | – | 339 |
|
|
2014
Q2 | $5K | Buy |
+195
| New | +$5K | ﹤0.01% | 327 |
|