9258 Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.23M | Sell |
39,964
-301
| -0.7% | -$24.3K | 0.48% | 42 |
|
|
2024
Q2 | $2.73M | Buy |
40,265
+958
| +2% | +$64.9K | 0.42% | 48 |
|
|
2024
Q1 | $2.37M | Buy |
39,307
+391
| +1% | +$23.5K | 0.37% | 55 |
|
|
2023
Q4 | $2.04M | Buy |
38,916
+705
| +2% | +$37K | 0.36% | 59 |
|
|
2023
Q3 | $2.04M | Buy |
38,211
+12
| +0% | +$640 | 0.4% | 55 |
|
|
2023
Q2 | $2M | Buy |
38,199
+3
| +0% | +$157 | 0.38% | 57 |
|
|
2023
Q1 | $1.88M | Buy |
38,196
+963
| +3% | +$47.3K | 0.38% | 59 |
|
|
2022
Q4 | $1.76M | Hold |
37,233
| – | – | 0.38% | 60 |
|
|
2022
Q3 | $1.61M | Sell |
37,233
-552
| -1% | -$23.9K | 0.41% | 56 |
|
|
2022
Q2 | $1.53M | Buy |
37,785
+1,521
| +4% | +$61.6K | 0.39% | 61 |
|
|
2022
Q1 | $1.8M | Buy |
36,264
+894
| +3% | +$44.4K | 0.42% | 50 |
|
|
2021
Q4 | $1.71M | Buy |
35,370
+1,923
| +6% | +$92.8K | 0.39% | 46 |
|
|
2021
Q3 | $1.55M | Sell |
33,447
-135
| -0.4% | -$6.27K | 0.41% | 46 |
|
|
2021
Q2 | $1.58M | Buy |
33,582
+648
| +2% | +$30.5K | 0.43% | 45 |
|
|
2021
Q1 | $1.49M | Sell |
32,934
-288
| -0.9% | -$13K | 0.45% | 44 |
|
|
2020
Q4 | $1.6M | Sell |
33,222
-645
| -2% | -$31K | 0.52% | 35 |
|
|
2020
Q3 | $1.57M | Sell |
33,867
-1,614
| -5% | -$74.6K | 0.59% | 28 |
|
|
2020
Q2 | $1.42M | Buy |
35,481
+366
| +1% | +$14.6K | 0.57% | 33 |
|
|
2020
Q1 | $1.5M | Buy |
35,115
+516
| +1% | +$22.1K | 0.66% | 29 |
|
|
2019
Q4 | $1.37M | Buy |
34,599
+10,125
| +41% | +$401K | 0.5% | 41 |
|
|
2019
Q3 | $968K | Buy |
24,474
+549
| +2% | +$21.7K | 0.75% | 39 |
|
|
2019
Q2 | $881K | Buy |
23,925
+2,244
| +10% | +$82.6K | 0.71% | 44 |
|
|
2019
Q1 | $705K | Buy |
21,681
+465
| +2% | +$15.1K | 0.6% | 56 |
|
|
2018
Q4 | $659K | Buy |
+21,216
| New | +$659K | 0.64% | 52 |
|