Wealthspire Advisors (Maryland)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.12M | Buy |
66,918
+12,726
| +23% | +$594K | 0.11% | 93 |
|
|
2020
Q2 | $2.16M | Buy |
54,192
+456
| +0.8% | +$18.2K | 0.15% | 90 |
|
|
2020
Q1 | $2.04M | Sell |
53,736
-17,511
| -25% | -$663K | 0.18% | 82 |
|
|
2019
Q4 | $2.82M | Buy |
71,247
+11,304
| +19% | +$448K | 0.19% | 80 |
|
|
2019
Q3 | $2.37M | Sell |
59,943
-2,277
| -4% | -$90.1K | 0.17% | 84 |
|
|
2019
Q2 | $2.29M | Buy |
62,220
+7,410
| +14% | +$273K | 0.17% | 87 |
|
|
2019
Q1 | $1.78M | Sell |
54,810
-5,949
| -10% | -$193K | 0.13% | 96 |
|
|
2018
Q4 | $1.89M | Buy |
60,759
+4,365
| +8% | +$136K | 0.17% | 83 |
|
|
2018
Q3 | $1.77M | Sell |
56,394
-1,137
| -2% | -$35.6K | 0.15% | 91 |
|
|
2018
Q2 | $1.64M | Sell |
57,531
-1,635
| -3% | -$46.7K | 0.15% | 92 |
|
|
2018
Q1 | $1.76M | Sell |
59,166
-4,584
| -7% | -$136K | 0.17% | 90 |
|
|
2017
Q4 | $2.1M | Buy |
63,750
+10,203
| +19% | +$336K | 0.2% | 78 |
|
|
2017
Q3 | $1.4M | Sell |
53,547
-7,707
| -13% | -$201K | 0.15% | 99 |
|
|
2017
Q2 | $1.55M | Buy |
61,254
+18,990
| +45% | +$479K | 0.18% | 87 |
|
|
2017
Q1 | $1.02M | Sell |
42,264
-4,425
| -9% | -$106K | 0.14% | 98 |
|
|
2016
Q4 | $1.08M | Sell |
46,689
-1,026
| -2% | -$23.6K | 0.16% | 97 |
|
|
2016
Q3 | $1.15M | Sell |
47,715
-645
| -1% | -$15.5K | 0.18% | 89 |
|
|
2016
Q2 | $1.18M | Sell |
48,360
-462
| -0.9% | -$11.2K | 0.2% | 83 |
|
|
2016
Q1 | $1.12M | Buy |
48,822
+1,407
| +3% | +$32.1K | 0.2% | 81 |
|
|
2015
Q4 | $969K | Buy |
+47,415
| New | +$969K | 0.18% | 90 |
|