Whitney & Co’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $203K | Sell |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $236K | Buy |
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|
2019
Q3 | $232K | Sell |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $203K | Sell |
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|
2018
Q4 | $292K | Sell |
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|
2018
Q3 | $538K | Sell |
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|
2018
Q2 | $522K | Sell |
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|
2018
Q1 | $874K | Sell |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $955K | Hold |
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|
2017
Q2 | $955K | Sell |
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|
2017
Q1 | $921K | Sell |
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|
2016
Q4 | $992K | Sell |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $1.12M | Sell |
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|
2016
Q1 | $1.07M | Sell |
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|
2015
Q4 | $999K | Sell |
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|
2015
Q3 | $1.08M | Sell |
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|
2015
Q2 | $1.19M | Sell |
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|
2015
Q1 | $1.64M | Sell |
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|
2014
Q4 | $1.88M | Sell |
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|
2014
Q3 | $1.77M | Sell |
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|
2014
Q2 | $1.87M | Sell |
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|
2014
Q1 | $1.99M | Buy |
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|
2013
Q4 | $2.01M | Buy |
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|
2013
Q3 | $1.85M | Hold |
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|
2013
Q2 | $1.87M | Buy |
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