WEC
Winslow Evans & Crocker’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.61M | Buy |
18,957
+3,023
| +19% | +$256K | 0.3% | 76 |
|
|
2020
Q3 | $2.23M | Buy |
15,934
+129
| +0.8% | +$18K | 0.55% | 41 |
|
|
2020
Q2 | $1.89M | Sell |
15,805
-251
| -2% | -$30.1K | 0.51% | 45 |
|
|
2020
Q1 | $1.83M | Buy |
16,056
+98
| +0.6% | +$11.2K | 0.6% | 38 |
|
|
2019
Q4 | $1.9M | Sell |
15,958
-364
| -2% | -$43.3K | 0.48% | 45 |
|
|
2019
Q3 | $1.94M | Sell |
16,322
-3,374
| -17% | -$401K | 0.54% | 41 |
|
|
2019
Q2 | $2.18M | Sell |
19,696
-778
| -4% | -$86K | 0.61% | 36 |
|
|
2019
Q1 | $2M | Buy |
20,474
+1,116
| +6% | +$109K | 0.57% | 41 |
|
|
2018
Q4 | $1.81M | Buy |
19,358
+6,322
| +48% | +$590K | 0.61% | 37 |
|
|
2018
Q3 | $1.23M | Buy |
13,036
+114
| +0.9% | +$10.7K | 0.37% | 62 |
|
|
2018
Q2 | $1.11M | Buy |
12,922
+6,250
| +94% | +$537K | 0.35% | 68 |
|
|
2018
Q1 | $594K | Buy |
6,672
+250
| +4% | +$22.2K | 0.19% | 117 |
|
|
2017
Q4 | $634K | Sell |
6,422
-300
| -4% | -$29.6K | 0.2% | 115 |
|
|
2017
Q3 | $525K | Sell |
6,722
-678
| -9% | -$53K | 0.17% | 130 |
|
|
2017
Q2 | $560K | Buy |
7,400
+60
| +0.8% | +$4.54K | 0.15% | 156 |
|
|
2017
Q1 | $529K | Sell |
7,340
-150
| -2% | -$10.8K | 0.17% | 135 |
|
|
2016
Q4 | $518K | Buy |
7,490
+40
| +0.5% | +$2.77K | 0.16% | 146 |
|
|
2016
Q3 | $537K | Hold |
7,450
| – | – | 0.15% | 142 |
|
|
2016
Q2 | $544K | Sell |
7,450
-454
| -6% | -$33.1K | 0.16% | 137 |
|
|
2016
Q1 | $541K | Buy |
7,904
+98
| +1% | +$6.71K | 0.16% | 136 |
|
|
2015
Q4 | $478K | Buy |
7,806
+1,332
| +21% | +$81.6K | 0.14% | 160 |
|
|
2015
Q3 | $420K | Buy |
6,474
+54
| +0.8% | +$3.5K | 0.13% | 159 |
|
|
2015
Q2 | $455K | Buy |
6,420
+4
| +0.1% | +$284 | 0.13% | 178 |
|
|
2015
Q1 | $528K | Buy |
6,416
+2
| +0% | +$164 | 0.15% | 152 |
|
|
2014
Q4 | $551K | Buy |
6,414
+52
| +0.8% | +$4.47K | 0.16% | 148 |
|
|
2014
Q3 | $486K | Sell |
6,362
-24
| -0.4% | -$1.84K | 0.14% | 172 |
|
|
2014
Q2 | $479K | Buy |
6,386
+56
| +0.9% | +$4.2K | 0.16% | 158 |
|
|
2014
Q1 | $484K | Sell |
6,330
-1
| -0% | -$76 | 0.17% | 147 |
|
|
2013
Q4 | $498K | Buy |
+6,331
| New | +$498K | 0.17% | 144 |
|