WealthTrust-Arizona’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $30K | Sell |
957
-150
| -14% | -$4.7K | 0.02% | 208 |
|
2018
Q3 | $35K | Sell |
1,107
-3
| -0.3% | -$95 | 0.02% | 208 |
|
2018
Q2 | $32K | Sell |
1,110
-48
| -4% | -$1.38K | 0.02% | 208 |
|
2018
Q1 | $34K | Sell |
1,158
-4,962
| -81% | -$146K | 0.02% | 208 |
|
2017
Q4 | $201K | Sell |
6,120
-279
| -4% | -$9.16K | 0.1% | 69 |
|
2017
Q3 | $167K | Sell |
6,399
-6
| -0.1% | -$157 | 0.08% | 75 |
|
2017
Q2 | $162K | Buy |
6,405
+78
| +1% | +$1.97K | 0.08% | 72 |
|
2017
Q1 | $152K | Sell |
6,327
-1,320
| -17% | -$31.7K | 0.08% | 74 |
|
2016
Q4 | $176K | Hold |
7,647
| – | – | 0.1% | 66 |
|
2016
Q3 | $184K | Buy |
7,647
+39
| +0.5% | +$938 | 0.11% | 70 |
|
2016
Q2 | $185K | Sell |
7,608
-246
| -3% | -$5.98K | 0.11% | 66 |
|
2016
Q1 | $179K | Hold |
7,854
| – | – | 0.11% | 64 |
|
2015
Q4 | $161K | Buy |
7,854
+600
| +8% | +$12.3K | 0.1% | 77 |
|
2015
Q3 | $157K | Buy |
7,254
+3
| +0% | +$65 | 0.1% | 72 |
|
2015
Q2 | $171K | Hold |
7,251
| – | – | 0.1% | 72 |
|
2015
Q1 | $199K | Sell |
7,251
-936
| -11% | -$25.7K | 0.12% | 66 |
|
2014
Q4 | $234K | Buy |
8,187
+600
| +8% | +$17.1K | 0.2% | 56 |
|
2014
Q3 | $193K | Sell |
7,587
-300
| -4% | -$7.63K | 0.21% | 59 |
|
2014
Q2 | $197K | Sell |
7,887
-132
| -2% | -$3.3K | 0.21% | 60 |
|
2014
Q1 | $204K | Hold |
8,019
| – | – | 0.23% | 52 |
|
2013
Q4 | $210K | Sell |
8,019
-72
| -0.9% | -$1.89K | 0.24% | 47 |
|
2013
Q3 | $199K | Hold |
8,091
| – | – | 0.25% | 48 |
|
2013
Q2 | $201K | Buy |
+8,091
| New | +$201K | 0.27% | 44 |
|