Yellowstone Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $402K | Buy |
12,219
+606
| +5% | +$19.9K | 0.23% | 102 |
|
|
2017
Q3 | $302K | Buy |
+11,613
| New | +$302K | 0.16% | 135 |
|
|
2016
Q3 | $530K | Buy |
22,053
+10,821
| +96% | +$260K | 0.19% | 117 |
|
|
2016
Q2 | $273K | Buy |
11,232
+237
| +2% | +$5.76K | 0.12% | 145 |
|
|
2016
Q1 | $251K | Sell |
10,995
-9,567
| -47% | -$218K | 0.11% | 159 |
|
|
2015
Q4 | $420K | Buy |
20,562
+5,478
| +36% | +$112K | 0.19% | 99 |
|
|
2015
Q3 | $326K | Buy |
+15,084
| New | +$326K | 0.15% | 121 |
|