1900 Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Buy |
9,957
+210
| +2% | +$20.5K | 0.07% | 98 |
|
|
2025
Q1 | $856K | Sell |
9,747
-192
| -2% | -$16.9K | 0.07% | 103 |
|
|
2024
Q4 | $898K | Buy |
9,939
+202
| +2% | +$18.3K | 0.08% | 102 |
|
|
2024
Q3 | $786K | Buy |
9,737
+4
| +0% | +$323 | 0.07% | 109 |
|
|
2024
Q2 | $659K | Buy |
9,733
+9
| +0.1% | +$609 | 0.06% | 119 |
|
|
2024
Q1 | $585K | Sell |
9,724
-6,353
| -40% | -$382K | 0.05% | 141 |
|
|
2023
Q4 | $845K | Buy |
16,077
+300
| +2% | +$15.8K | 0.08% | 152 |
|
|
2023
Q3 | $841K | Buy |
15,777
+5,154
| +49% | +$275K | 0.08% | 149 |
|
|
2023
Q2 | $557K | Buy |
10,623
+900
| +9% | +$47.2K | 0.06% | 150 |
|
|
2023
Q1 | $460K | Hold |
9,723
| – | – | 0.05% | 164 |
|
|
2022
Q4 | $460K | Hold |
9,723
| – | – | 0.05% | 162 |
|
|
2022
Q3 | $420K | Sell |
9,723
-150
| -2% | -$6.48K | 0.05% | 160 |
|
|
2022
Q2 | $400K | Sell |
9,873
-654
| -6% | -$26.5K | 0.04% | 167 |
|
|
2022
Q1 | $523K | Buy |
10,527
+3
| +0% | +$149 | 0.05% | 162 |
|
|
2021
Q4 | $508K | Hold |
10,524
| – | – | 0.05% | 167 |
|
|
2021
Q3 | $489K | Buy |
10,524
+3
| +0% | +$139 | 0.05% | 163 |
|
|
2021
Q2 | $495K | Sell |
10,521
-306
| -3% | -$14.4K | 0.05% | 156 |
|
|
2021
Q1 | $490 | Buy |
+10,827
| New | +$490 | 0.04% | 127 |
|