Almanack Investment Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
4,639
+190
| +4% | +$18.6K | 0.07% | 126 |
|
|
2025
Q1 | $391K | Sell |
4,449
-233
| -5% | -$20.5K | 0.08% | 106 |
|
|
2024
Q4 | $423K | Buy |
4,682
+262
| +6% | +$23.7K | 0.07% | 120 |
|
|
2024
Q3 | $357K | Buy |
4,420
+245
| +6% | +$19.8K | 0.06% | 132 |
|
|
2024
Q2 | $283K | Buy |
4,175
+12
| +0.3% | +$812 | 0.05% | 145 |
|
|
2024
Q1 | $250K | Buy |
+4,163
| New | +$250K | 0.04% | 157 |
|
|
2023
Q4 | – | Sell |
-3,753
| Closed | -$200K | – | 186 |
|
|
2023
Q3 | $200K | Buy |
+3,753
| New | +$200K | 0.04% | 149 |
|
|
2023
Q1 | – | Sell |
-4,239
| Closed | -$200K | – | 181 |
|
|
2022
Q4 | $200K | Buy |
+4,239
| New | +$200K | 0.04% | 162 |
|
|
2022
Q3 | – | Sell |
-23,946
| Closed | -$970K | – | 967 |
|
|
2022
Q2 | $970K | Buy |
23,946
+2,799
| +13% | +$113K | 0.1% | 140 |
|
|
2022
Q1 | $1.05M | Sell |
21,147
-5,934
| -22% | -$296K | 0.09% | 140 |
|
|
2021
Q4 | $1.31M | Buy |
27,081
+96
| +0.4% | +$4.65K | 0.11% | 122 |
|
|
2021
Q3 | $1.25M | Buy |
26,985
+3,300
| +14% | +$153K | 0.11% | 134 |
|
|
2021
Q2 | $1.11M | Buy |
23,685
+1,329
| +6% | +$62.5K | 0.11% | 124 |
|
|
2021
Q1 | $1.02M | Buy |
22,356
+7,596
| +51% | +$345K | 0.1% | 133 |
|
|
2020
Q4 | $712K | Sell |
14,760
-16,278
| -52% | -$785K | 0.08% | 160 |
|
|
2020
Q3 | $1.51M | Buy |
31,038
+18,558
| +149% | +$900K | 0.19% | 73 |
|
|
2020
Q2 | $498K | Buy |
12,480
+1,206
| +11% | +$48.1K | 0.09% | 126 |
|
|
2020
Q1 | $429K | Buy |
11,274
+1,017
| +10% | +$38.7K | 0.09% | 140 |
|
|
2019
Q4 | $408K | Buy |
10,257
+513
| +5% | +$20.4K | 0.08% | 120 |
|
|
2019
Q3 | $385K | Sell |
9,744
-909
| -9% | -$35.9K | 0.07% | 135 |
|
|
2019
Q2 | $392K | Buy |
10,653
+54
| +0.5% | +$1.99K | 0.09% | 112 |
|
|
2019
Q1 | $346K | Buy |
10,599
+1,638
| +18% | +$53.5K | 0.1% | 96 |
|
|
2018
Q4 | $280K | Sell |
8,961
-387
| -4% | -$12.1K | 0.08% | 121 |
|
|
2018
Q3 | $325K | Buy |
9,348
+471
| +5% | +$16.4K | 0.09% | 125 |
|
|
2018
Q2 | $253K | Buy |
8,877
+138
| +2% | +$3.93K | 0.11% | 81 |
|
|
2018
Q1 | $261K | Buy |
8,739
+795
| +10% | +$23.7K | 0.1% | 86 |
|
|
2017
Q4 | $263K | Buy |
7,944
+1,062
| +15% | +$35.2K | 0.1% | 96 |
|
|
2017
Q3 | $179K | Buy |
6,882
+990
| +17% | +$25.8K | 0.09% | 103 |
|
|
2017
Q2 | $149K | Buy |
+5,892
| New | +$149K | 0.08% | 140 |
|