WFG Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.12M | Buy |
44,310
+3,705
| +9% | +$93.5K | 0.25% | 102 |
|
|
2017
Q1 | $976K | Sell |
40,605
-1,584
| -4% | -$38.1K | 0.26% | 91 |
|
|
2016
Q4 | $972K | Sell |
42,189
-62,025
| -60% | -$1.43M | 0.24% | 105 |
|
|
2016
Q3 | $2.51M | Buy |
104,214
+8,835
| +9% | +$212K | 0.62% | 29 |
|
|
2016
Q2 | $2.32M | Buy |
95,379
+2,625
| +3% | +$63.9K | 0.62% | 29 |
|
|
2016
Q1 | $2.12M | Buy |
92,754
+3,909
| +4% | +$89.3K | 0.61% | 29 |
|
|
2015
Q4 | $1.82M | Buy |
88,845
+10,473
| +13% | +$214K | 0.54% | 37 |
|
|
2015
Q3 | $1.69M | Buy |
78,372
+21,501
| +38% | +$465K | 0.53% | 38 |
|
|
2015
Q2 | $1.35M | Buy |
56,871
+7,299
| +15% | +$173K | 0.37% | 59 |
|
|
2015
Q1 | $1.36M | Sell |
49,572
-7,200
| -13% | -$197K | 0.38% | 50 |
|
|
2014
Q4 | $1.63M | Buy |
56,772
+549
| +1% | +$15.7K | 0.33% | 59 |
|
|
2014
Q3 | $1.43M | Buy |
56,223
+702
| +1% | +$17.9K | 0.27% | 80 |
|
|
2014
Q2 | $1.39M | Buy |
55,521
+1,677
| +3% | +$42K | 0.26% | 84 |
|
|
2014
Q1 | $1.37M | Sell |
53,844
-44,874
| -45% | -$1.14M | 0.28% | 74 |
|
|
2013
Q4 | $2.59M | Buy |
98,718
+1,581
| +2% | +$41.5K | 0.37% | 50 |
|
|
2013
Q3 | $2.4M | Buy |
97,137
+708
| +0.7% | +$17.5K | 0.37% | 56 |
|
|
2013
Q2 | $2.39M | Buy |
+96,429
| New | +$2.39M | 0.4% | 53 |
|