Zimmermann Investment Management & Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,402
| Closed | -$1.73M | – | 130 |
|
|
2024
Q3 | $1.73M | Buy |
21,402
+2,008
| +10% | +$162K | 0.53% | 48 |
|
|
2024
Q2 | $1.31M | Buy |
19,394
+1,526
| +9% | +$103K | 0.44% | 52 |
|
|
2024
Q1 | $1.08M | Buy |
17,868
+684
| +4% | +$41.2K | 0.39% | 58 |
|
|
2023
Q4 | $903K | Buy |
17,184
+1,302
| +8% | +$68.4K | 0.37% | 52 |
|
|
2023
Q3 | $847K | Buy |
15,882
+2,352
| +17% | +$125K | 0.41% | 51 |
|
|
2023
Q2 | $709K | Buy |
13,530
+1,647
| +14% | +$86.3K | 0.33% | 49 |
|
|
2023
Q1 | $584K | Buy |
+11,883
| New | +$584K | 0.31% | 62 |
|