WIM
Wittenberg Investment Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,150
| Closed | -$311K | – | 80 |
|
|
2017
Q4 | $311K | Sell |
3,150
-6,070
| -66% | -$599K | 0.14% | 61 |
|
|
2017
Q3 | $720K | Sell |
9,220
-6,150
| -40% | -$480K | 0.31% | 47 |
|
|
2017
Q2 | $1.16M | Buy |
15,370
+200
| +1% | +$15.1K | 0.53% | 35 |
|
|
2017
Q1 | $1.09M | Hold |
15,170
| – | – | 0.53% | 33 |
|
|
2016
Q4 | $1.05M | Buy |
+15,170
| New | +$1.05M | 0.48% | 36 |
|