SUGARLOAF WEALTH MANAGEMENT, LLC – Walmart Inc. Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$758,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC 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 | +13.02% | 673 shares | 130K | $129.7 | 5.84K |
| Q2 2022 | share | Decrease | -0.10% | -5 shares | -142K | $121.58 | 5.16K |
| Q1 2022 | share | Increase | +0.21% | 11 shares | 23K | $148.92 | 5.17K |
| Q4 2021 | share | 0.00% | 0 shares | 28K | $143.17 | 5.16K | |
| Q3 2021 | share | Decrease | -7.14% | -397 shares | -75K | $139.38 | 5.16K |
| Q2 2021 | share | Increase | +2.72% | 147 shares | 59K | $140.5 | 5.55K |
| Q1 2021 | share | Increase | +0.22% | 12 shares | -43K | $134.81 | 5.41K |
| Q4 2020 | share | 0.00% | 0 shares | 23K | $142.46 | 5.39K | |
| Q3 2020 | share | Increase | +0.20% | 11 shares | 110K | $137.76 | 5.39K |
| Q2 2020 | share | Increase | +0.88% | 47 shares | 38K | $117.46 | 5.38K |
| Q1 2020 | share | Decrease | -1.44% | -78 shares | -37K | $110.93 | 5.34K |
| Q4 2019 | share | Increase | 0.00% | 5.41K shares | 644K | $115.5 | 5.41K |