YorkBridge Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.06M | Sell |
22,362
-327
| -1% | -$15.5K | 0.27% | 83 |
|
|
2022
Q3 | $981K | Buy |
22,689
+666
| +3% | +$28.8K | 0.25% | 81 |
|
|
2022
Q2 | $893K | Sell |
22,023
-2,364
| -10% | -$95.9K | 0.23% | 86 |
|
|
2022
Q1 | $1.21M | Buy |
24,387
+12
| +0% | +$596 | 0.27% | 80 |
|
|
2021
Q4 | $1.18M | Buy |
24,375
+375
| +2% | +$18.1K | 0.26% | 77 |
|
|
2021
Q3 | $1.12M | Buy |
24,000
+558
| +2% | +$25.9K | 0.28% | 76 |
|
|
2021
Q2 | $1.1M | Sell |
23,442
-3,675
| -14% | -$173K | 0.29% | 74 |
|
|
2021
Q1 | $1.23M | Buy |
27,117
+204
| +0.8% | +$9.24K | 0.36% | 65 |
|
|
2020
Q4 | $1.29M | Sell |
26,913
-30
| -0.1% | -$1.44K | 0.43% | 61 |
|
|
2020
Q3 | $1.26M | Buy |
26,943
+9,042
| +51% | +$422K | 0.53% | 57 |
|
|
2020
Q2 | $715K | Sell |
17,901
-192
| -1% | -$7.67K | 0.33% | 71 |
|
|
2020
Q1 | $685K | Buy |
18,093
+3,900
| +27% | +$148K | 0.42% | 66 |
|
|
2019
Q4 | $562K | Buy |
14,193
+630
| +5% | +$24.9K | 0.26% | 92 |
|
|
2019
Q3 | $537K | Sell |
13,563
-600
| -4% | -$23.8K | 0.27% | 91 |
|
|
2019
Q2 | $522K | Hold |
14,163
| – | – | 0.23% | 91 |
|
|
2019
Q1 | $460K | Buy |
14,163
+1,800
| +15% | +$58.5K | 0.21% | 99 |
|
|
2018
Q4 | $384K | Sell |
12,363
-600
| -5% | -$18.6K | 0.2% | 108 |
|
|
2018
Q3 | $408K | Buy |
12,963
+30
| +0.2% | +$944 | 0.19% | 113 |
|
|
2018
Q2 | $369K | Sell |
12,933
-735
| -5% | -$21K | 0.16% | 125 |
|
|
2018
Q1 | $389K | Hold |
13,668
| – | – | 0.18% | 120 |
|
|
2017
Q4 | $456K | Buy |
13,668
+1,473
| +12% | +$49.1K | 0.22% | 99 |
|
|
2017
Q3 | $318K | Sell |
12,195
-1,245
| -9% | -$32.5K | 0.17% | 122 |
|
|
2017
Q2 | $338K | Sell |
13,440
-45
| -0.3% | -$1.13K | 0.18% | 119 |
|
|
2017
Q1 | $339K | Sell |
13,485
-5,856
| -30% | -$147K | 0.18% | 118 |
|
|
2016
Q4 | $459K | Buy |
+19,341
| New | +$459K | 0.27% | 88 |
|