Wheatland Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $465K | Sell |
11,646
-150
| -1% | -$5.99K | 1.93% | 18 |
|
|
2020
Q1 | $447K | Sell |
11,796
-9,810
| -45% | -$372K | 2.27% | 17 |
|
|
2019
Q4 | $856K | Sell |
21,606
-12,300
| -36% | -$487K | 1.09% | 32 |
|
|
2019
Q3 | $1.34M | Sell |
33,906
-360
| -1% | -$14.2K | 1.22% | 30 |
|
|
2019
Q2 | $1.26M | Sell |
34,266
-600
| -2% | -$22.1K | 0.95% | 37 |
|
|
2019
Q1 | $1.13M | Sell |
34,866
-1,797
| -5% | -$58.4K | 0.86% | 39 |
|
|
2018
Q4 | $1.14M | Hold |
36,663
| – | – | 0.99% | 36 |
|
|
2018
Q3 | $1.15M | Buy |
36,663
+78
| +0.2% | +$2.44K | 0.86% | 40 |
|
|
2018
Q2 | $1.04M | Buy |
36,585
+9
| +0% | +$257 | 0.84% | 43 |
|
|
2018
Q1 | $1.09M | Sell |
36,576
-597
| -2% | -$17.7K | 0.9% | 38 |
|
|
2017
Q4 | $1.22M | Sell |
37,173
-75
| -0.2% | -$2.47K | 0.99% | 33 |
|
|
2017
Q3 | $970K | Buy |
37,248
+3
| +0% | +$78 | 0.83% | 42 |
|
|
2017
Q2 | $940K | Sell |
37,245
-3,291
| -8% | -$83.1K | 0.85% | 43 |
|
|
2017
Q1 | $974K | Buy |
40,536
+2,106
| +5% | +$50.6K | 0.87% | 42 |
|
|
2016
Q4 | $885K | Hold |
38,430
| – | – | 0.79% | 47 |
|
|
2016
Q3 | $924K | Sell |
38,430
-597
| -2% | -$14.4K | 0.87% | 41 |
|
|
2016
Q2 | $950K | Buy |
39,027
+9
| +0% | +$219 | 0.91% | 40 |
|
|
2016
Q1 | $891K | Buy |
39,018
+6
| +0% | +$137 | 0.91% | 40 |
|
|
2015
Q4 | $797K | Sell |
39,012
-2,025
| -5% | -$41.4K | 0.81% | 42 |
|
|
2015
Q3 | $887K | Sell |
41,037
-351
| -0.8% | -$7.59K | 0.96% | 40 |
|
|
2015
Q2 | $979K | Buy |
41,388
+9
| +0% | +$213 | 0.94% | 39 |
|
|
2015
Q1 | $1.13M | Sell |
41,379
-147
| -0.4% | -$4.03K | 1.13% | 34 |
|
|
2014
Q4 | $1.19M | Sell |
41,526
-300
| -0.7% | -$8.59K | 1.16% | 33 |
|
|
2014
Q3 | $1.07M | Buy |
41,826
+63
| +0.2% | +$1.61K | 1.07% | 38 |
|
|
2014
Q2 | $1.23M | Buy |
41,763
+9
| +0% | +$265 | 1.12% | 34 |
|
|
2014
Q1 | $1.06M | Hold |
41,754
| – | – | 1.09% | 38 |
|
|
2013
Q4 | $1.1M | Buy |
+41,754
| New | +$1.1M | 1.15% | 34 |
|