Wharton Business Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-29,010
| Closed | -$706K | – | 127 |
|
|
2016
Q2 | $706K | Sell |
29,010
-2,160
| -7% | -$52.6K | 0.08% | 86 |
|
|
2016
Q1 | $712K | Hold |
31,170
| – | – | 0.08% | 88 |
|
|
2015
Q4 | $637K | Hold |
31,170
| – | – | 0.06% | 93 |
|
|
2015
Q3 | $674K | Hold |
31,170
| – | – | 0.07% | 94 |
|
|
2015
Q2 | $737 | Buy |
+31,170
| New | +$737 | 0.05% | 97 |
|