MCKINLEY CARTER WEALTH SERVICES, INC. – Walmart Inc. Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$569,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
+6.68%
quarter
Walmart Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.32% | 261 shares | 67K | $129.7 | 4.38K |
| Q2 2022 | share | Increase | +0.44% | 18 shares | -110K | $121.58 | 4.12K |
| Q1 2022 | share | Decrease | -17.39% | -865 shares | -108K | $148.92 | 4.10K |
| Q4 2021 | share | Decrease | -13.45% | -773 shares | -81K | $143.17 | 4.97K |
| Q3 2021 | share | Increase | +22.25% | 1.04K shares | 138K | $139.38 | 5.74K |
| Q2 2021 | share | Decrease | -0.32% | -15 shares | 22K | $140.5 | 4.70K |
| Q1 2021 | share | Increase | +0.79% | 37 shares | -33K | $134.81 | 4.71K |
| Q4 2020 | share | Increase | +12.15% | 507 shares | 90K | $142.46 | 4.67K |
| Q3 2020 | share | 0.00% | 0 shares | 84K | $137.76 | 4.17K | |
| Q2 2020 | share | Increase | +7.47% | 290 shares | 59K | $117.46 | 4.17K |
| Q1 2020 | share | Decrease | -28.16% | -1.52K shares | -201K | $110.93 | 3.88K |
| Q4 2019 | share | Decrease | -1.66% | -91 shares | -10K | $115.5 | 5.40K |
| Q3 2019 | share | Increase | +4.85% | 254 shares | 73K | $114.83 | 5.49K |
| Q2 2019 | share | Decrease | -1.60% | -85 shares | 60K | $106.39 | 5.24K |
| Q1 2019 | share | Decrease | -2.61% | -143 shares | 10K | $93.41 | 5.32K |
| Q4 2018 | share | Increase | +1.41% | 76 shares | 3K | $88.74 | 5.46K |
| Q3 2018 | share | Decrease | -7.26% | -422 shares | 8K | $88.98 | 5.39K |
| Q2 2018 | share | Decrease | -5.11% | -313 shares | -47K | $80.68 | 5.81K |
| Q1 2018 | share | Decrease | -15.01% | -1.08K shares | -167K | $83.28 | 6.12K |
| Q4 2017 | share | Increase | +17.91% | 1.09K shares | 234K | $91.89 | 7.21K |
| Q3 2017 | share | Increase | +5.76% | 333 shares | 40K | $72.33 | 6.11K |
| Q2 2017 | share | Increase | +12.32% | 634 shares | 67K | $69.62 | 5.78K |
| Q1 2017 | share | Increase | +9.23% | 435 shares | 45K | $65.87 | 5.14K |
| Q4 2016 | share | Increase | +27.97% | 1.03K shares | 60K | $62.71 | 4.71K |
| Q3 2016 | share | Decrease | -15.89% | -696 shares | -54K | $64.97 | 3.68K |
| Q2 2016 | share | Decrease | -1.93% | -86 shares | 14K | $65.34 | 4.37K |
| Q1 2016 | share | Increase | +19.87% | 740 shares | 78K | $60.83 | 4.46K |