Whitegate Investment Counselors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,301
| Closed | -$246K | – | 213 |
|
|
2021
Q3 | $246K | Sell |
5,301
-300
| -5% | -$13.9K | 0.03% | 205 |
|
|
2021
Q2 | $263K | Hold |
5,601
| – | – | 0.04% | 196 |
|
|
2021
Q1 | $254K | Hold |
5,601
| – | – | 0.04% | 191 |
|
|
2020
Q4 | $269K | Buy |
5,601
+1,200
| +27% | +$57.6K | 0.04% | 181 |
|
|
2020
Q3 | $205K | Buy |
+4,401
| New | +$205K | 0.04% | 190 |
|