Wealthstreet Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $7K | Hold |
150
| – | – | 0.19% | 62 |
|
|
2021
Q4 | $7K | Hold |
150
| – | – | 0.17% | 63 |
|
|
2021
Q3 | $7K | Hold |
150
| – | – | 0.19% | 62 |
|
|
2021
Q2 | $7K | Sell |
150
-185,427
| -100% | -$8.65M | 0.04% | 86 |
|
|
2021
Q1 | $8.4M | Buy |
185,577
+270
| +0.1% | +$12.2K | 0.82% | 30 |
|
|
2020
Q4 | $8.9M | Sell |
185,307
-300
| -0.2% | -$14.4K | 0.9% | 24 |
|
|
2020
Q3 | $8.66M | Buy |
185,607
+675
| +0.4% | +$31.5K | 0.97% | 26 |
|
|
2020
Q2 | $7.38M | Buy |
184,932
+600
| +0.3% | +$24K | 0.9% | 28 |
|
|
2020
Q1 | $6.98M | Sell |
184,332
-5,700
| -3% | -$216K | 1.03% | 25 |
|
|
2019
Q4 | $7.53M | Hold |
190,032
| – | – | 0.88% | 29 |
|
|
2019
Q3 | $7.42M | Sell |
190,032
-2,400
| -1% | -$93.7K | 0.95% | 27 |
|
|
2019
Q2 | $7.09M | Buy |
192,432
+4,548
| +2% | +$168K | 0.92% | 30 |
|
|
2019
Q1 | $6.11M | Sell |
187,884
-4,500
| -2% | -$146K | 0.81% | 33 |
|
|
2018
Q4 | $6.22M | Sell |
192,384
-11,850
| -6% | -$383K | 0.87% | 30 |
|
|
2018
Q3 | $6.39M | Sell |
204,234
-1,599
| -0.8% | -$50.1K | 0.79% | 34 |
|
|
2018
Q2 | $5.88M | Sell |
205,833
-32,700
| -14% | -$934K | 0.78% | 32 |
|
|
2018
Q1 | $7.07M | Buy |
238,533
+2,205
| +0.9% | +$65.4K | 0.89% | 26 |
|
|
2017
Q4 | $7.78M | Buy |
+236,328
| New | +$7.78M | 0.94% | 23 |
|