WEPOG
Wealth Enhancement & Preservation of GA’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $850K | Buy |
5,405
+424
| +9% | +$66.6K | 0.82% | 17 |
|
|
2023
Q1 | $734K | Buy |
4,981
+459
| +10% | +$67.7K | 0.88% | 19 |
|
|
2022
Q4 | $641K | Buy |
4,522
+949
| +27% | +$135K | 1.05% | 23 |
|
|
2022
Q3 | $463K | Sell |
3,573
-5,618
| -61% | -$728K | 0.74% | 27 |
|
|
2022
Q2 | $1.1M | Sell |
9,191
-249
| -3% | -$29.9K | 1.17% | 31 |
|
|
2022
Q1 | $1.41M | Buy |
9,440
+462
| +5% | +$68.8K | 1.08% | 25 |
|
|
2021
Q4 | $1.3M | Buy |
8,978
+415
| +5% | +$60K | 0.88% | 29 |
|
|
2021
Q3 | $1.19M | Buy |
8,563
+406
| +5% | +$56.6K | 0.92% | 29 |
|
|
2021
Q2 | $1.15M | Buy |
8,157
+341
| +4% | +$48.1K | 0.85% | 31 |
|
|
2021
Q1 | $1.09M | Buy |
7,816
+232
| +3% | +$32.3K | 0.84% | 26 |
|
|
2020
Q4 | $1.09M | Buy |
7,584
+1,072
| +16% | +$154K | 0.94% | 21 |
|
|
2020
Q3 | $918K | Buy |
6,512
+1,618
| +33% | +$228K | 0.95% | 22 |
|
|
2020
Q2 | $552K | Sell |
4,894
-2,664
| -35% | -$300K | 0.69% | 23 |
|
|
2020
Q1 | $824K | Sell |
7,558
-8,518
| -53% | -$929K | 0.78% | 12 |
|
|
2019
Q4 | $1.9M | Buy |
+16,076
| New | +$1.9M | 0.97% | 15 |
|