1776 Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
3,271
+82
| +3% | +$8.02K | 0.13% | 114 |
|
|
2025
Q1 | $280K | Hold |
3,189
| – | – | 0.13% | 118 |
|
|
2024
Q4 | $288K | Hold |
3,189
| – | – | 0.13% | 116 |
|
|
2024
Q3 | $258K | Hold |
3,189
| – | – | 0.12% | 129 |
|
|
2024
Q2 | $216K | Buy |
+3,189
| New | +$216K | 0.1% | 139 |
|
|
2021
Q3 | – | Sell |
-4,335
| Closed | -$204K | – | 122 |
|
|
2021
Q2 | $204K | Buy |
+4,335
| New | +$204K | 0.12% | 112 |
|
|
2021
Q1 | – | Sell |
-4,293
| Closed | -$206K | – | 118 |
|
|
2020
Q4 | $206K | Hold |
4,293
| – | – | 0.13% | 105 |
|
|
2020
Q3 | $200K | Hold |
4,293
| – | – | 0.15% | 100 |
|
|
2020
Q2 | $171K | Sell |
4,293
-4,224
| -50% | -$168K | 0.12% | 108 |
|
|
2020
Q1 | $329K | Buy |
8,517
+4,413
| +108% | +$170K | 0.14% | 110 |
|
|
2019
Q4 | $162K | Buy |
+4,104
| New | +$162K | 0.14% | 110 |
|