Wealthcare Capital Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-513
| Closed | -$23K | – | 674 |
|
|
2021
Q1 | $23K | Buy |
+513
| New | +$23K | ﹤0.01% | 201 |
|
|
2020
Q1 | – | Sell |
-306
| Closed | -$12K | – | 654 |
|
|
2019
Q4 | $12K | Buy |
+306
| New | +$12K | ﹤0.01% | 173 |
|
|
2017
Q4 | – | Sell |
-57
| Closed | -$1K | – | 239 |
|
|
2017
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 181 |
|
|
2017
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 174 |
|
|
2017
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 183 |
|
|
2016
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 181 |
|
|
2016
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 193 |
|
|
2016
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 194 |
|
|
2016
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 202 |
|
|
2015
Q4 | $1K | Sell |
57
-2,100
| -97% | -$36.8K | ﹤0.01% | 212 |
|
|
2015
Q3 | $47K | Sell |
2,157
-162
| -7% | -$3.53K | 0.01% | 94 |
|
|
2015
Q2 | $55K | Sell |
2,319
-600
| -21% | -$14.2K | 0.01% | 99 |
|
|
2015
Q1 | $80K | Buy |
2,919
+762
| +35% | +$20.9K | 0.01% | 177 |
|
|
2014
Q4 | $62K | Buy |
2,157
+57
| +3% | +$1.64K | 0.01% | 77 |
|
|
2014
Q3 | $54K | Hold |
2,100
| – | – | 0.01% | 82 |
|
|
2014
Q2 | $53K | Sell |
2,100
-177
| -8% | -$4.47K | 0.01% | 80 |
|
|
2014
Q1 | $58K | Hold |
2,277
| – | – | 0.01% | 74 |
|
|
2013
Q4 | $60K | Hold |
2,277
| – | – | 0.01% | 42 |
|
|
2013
Q3 | $56K | Buy |
2,277
+3
| +0.1% | +$74 | 0.01% | 39 |
|
|
2013
Q2 | $56K | Buy |
+2,274
| New | +$56K | 0.01% | 39 |
|