Wills Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33,099
| Closed | -$1.76M | – | 66 |
|
|
2023
Q3 | $1.76M | Sell |
33,099
-27
| -0.1% | -$1.44K | 0.95% | 32 |
|
|
2023
Q2 | $1.74M | Sell |
33,126
-9,453
| -22% | -$495K | 0.88% | 31 |
|
|
2023
Q1 | $2.09M | Sell |
42,579
-3,384
| -7% | -$166K | 1.13% | 27 |
|
|
2022
Q4 | $2.17M | Sell |
45,963
-7,323
| -14% | -$346K | 1.21% | 27 |
|
|
2022
Q3 | $2.3M | Sell |
53,286
-22,140
| -29% | -$957K | 1.28% | 25 |
|
|
2022
Q2 | $3.06M | Sell |
75,426
-4,125
| -5% | -$167K | 1.5% | 25 |
|
|
2022
Q1 | $3.95M | Sell |
79,551
-6,633
| -8% | -$329K | 1.66% | 24 |
|
|
2021
Q4 | $4.16M | Sell |
86,184
-4,596
| -5% | -$222K | 1.64% | 26 |
|
|
2021
Q3 | $4.22M | Sell |
90,780
-5,316
| -6% | -$247K | 1.89% | 23 |
|
|
2021
Q2 | $4.52M | Sell |
96,096
-3,117
| -3% | -$147K | 1.96% | 21 |
|
|
2021
Q1 | $4.49M | Buy |
99,213
+1,749
| +2% | +$79.2K | 2.18% | 19 |
|
|
2020
Q4 | $4.68M | Buy |
97,464
+69,297
| +246% | +$3.33M | 2.33% | 18 |
|
|
2020
Q3 | $1.31M | Buy |
28,167
+12,873
| +84% | +$601K | 0.76% | 31 |
|
|
2020
Q2 | $611K | Buy |
15,294
+6,393
| +72% | +$255K | 0.38% | 41 |
|
|
2020
Q1 | $337K | Buy |
+8,901
| New | +$337K | 0.24% | 46 |
|