Willingdon Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $30K | Sell |
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|
2019
Q4 | $35K | Sell |
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|
2019
Q3 | $49K | Buy |
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|
2019
Q2 | $40K | Hold |
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|
2019
Q1 | $35K | Hold |
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|
2018
Q4 | $34K | Sell |
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|
2018
Q3 | $91K | Buy |
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|
2018
Q2 | $56K | Hold |
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|
2018
Q1 | $58K | Sell |
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|
2017
Q4 | $89K | Buy |
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|
2017
Q3 | $59K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.04M | Buy |
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|
2014
Q2 | $796K | Buy |
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