WGAM
Wilkinson Global Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,278
| Closed | -$257K | – | 86 |
|
|
2024
Q1 | $257K | Buy |
4,278
+2,852
| +200% | +$172K | 0.02% | 77 |
|
|
2023
Q4 | $225K | Sell |
1,426
-50
| -3% | -$7.88K | 0.02% | 83 |
|
|
2023
Q3 | $236K | Hold |
1,476
| – | – | 0.02% | 85 |
|
|
2023
Q2 | $232K | Hold |
1,476
| – | – | 0.02% | 87 |
|
|
2023
Q1 | $218K | Hold |
1,476
| – | – | 0.02% | 89 |
|
|
2022
Q4 | $209K | Buy |
+1,476
| New | +$209K | 0.02% | 93 |
|
|
2022
Q2 | – | Sell |
-1,476
| Closed | -$220K | – | 97 |
|
|
2022
Q1 | $220K | Hold |
1,476
| – | – | 0.01% | 85 |
|
|
2021
Q4 | $214K | Hold |
1,476
| – | – | 0.01% | 89 |
|
|
2021
Q3 | $206K | Hold |
1,476
| – | – | 0.01% | 93 |
|
|
2021
Q2 | $208K | Buy |
+1,476
| New | +$208K | 0.01% | 91 |
|