Alpha Family Trust’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Hold |
9,480
| – | – | 0.46% | 39 |
|
|
2025
Q1 | $832K | Hold |
9,480
| – | – | 0.49% | 47 |
|
|
2024
Q4 | $857K | Hold |
9,480
| – | – | 0.48% | 32 |
|
|
2024
Q3 | $766K | Hold |
9,480
| – | – | 0.43% | 41 |
|
|
2024
Q2 | $642K | Hold |
9,480
| – | – | 0.38% | 49 |
|
|
2024
Q1 | $570K | Hold |
9,480
| – | – | 0.35% | 57 |
|
|
2023
Q4 | $498K | Hold |
9,480
| – | – | 0.34% | 56 |
|
|
2023
Q3 | $505K | Hold |
9,480
| – | – | 0.38% | 52 |
|
|
2023
Q2 | $497K | Hold |
9,480
| – | – | 0.35% | 49 |
|
|
2023
Q1 | $466K | Sell |
9,480
-2,295
| -19% | -$113K | 0.37% | 52 |
|
|
2022
Q4 | $557K | Buy |
11,775
+5,085
| +76% | +$240K | 0.5% | 44 |
|
|
2022
Q3 | $289K | Sell |
6,690
-765
| -10% | -$33K | 0.22% | 33 |
|
|
2022
Q2 | $419K | Buy |
+7,455
| New | +$419K | 0.27% | 26 |
|