Altus Wealth Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
6,998
+7
| +0.1% | +$684 | 0.3% | 63 |
|
|
2025
Q1 | $614K | Sell |
6,991
-18
| -0.3% | -$1.58K | 0.29% | 68 |
|
|
2024
Q4 | $633K | Sell |
7,009
-59
| -0.8% | -$5.33K | 0.28% | 75 |
|
|
2024
Q3 | $571K | Buy |
7,068
+235
| +3% | +$19K | 0.24% | 81 |
|
|
2024
Q2 | $463K | Sell |
6,833
-10
| -0.1% | -$677 | 0.23% | 88 |
|
|
2024
Q1 | $412K | Sell |
6,843
-822
| -11% | -$49.5K | 0.21% | 96 |
|
|
2023
Q4 | $403K | Sell |
7,665
-603
| -7% | -$31.7K | 0.22% | 91 |
|
|
2023
Q3 | $441K | Sell |
8,268
-3
| -0% | -$160 | 0.28% | 81 |
|
|
2023
Q2 | $433K | Sell |
8,271
-288
| -3% | -$15.1K | 0.27% | 86 |
|
|
2023
Q1 | $421K | Buy |
8,559
+6
| +0.1% | +$295 | 0.28% | 81 |
|
|
2022
Q4 | $404K | Buy |
8,553
+2,784
| +48% | +$132K | 0.31% | 82 |
|
|
2022
Q3 | $268K | Hold |
5,769
| – | – | 0.27% | 90 |
|
|
2022
Q2 | $268K | Sell |
5,769
-27
| -0.5% | -$1.25K | 0.27% | 90 |
|
|
2022
Q1 | $288K | Buy |
5,796
+30
| +0.5% | +$1.49K | 0.24% | 83 |
|
|
2021
Q4 | $278K | Sell |
5,766
-3
| -0.1% | -$145 | 0.23% | 92 |
|
|
2021
Q3 | $268K | Buy |
5,769
+33
| +0.6% | +$1.53K | 0.27% | 90 |
|
|
2021
Q2 | $270K | Buy |
5,736
+6
| +0.1% | +$282 | 0.26% | 87 |
|
|
2021
Q1 | $269K | Buy |
5,730
+1,008
| +21% | +$47.3K | 0.27% | 84 |
|
|
2020
Q4 | $227K | Buy |
+4,722
| New | +$227K | 0.22% | 87 |
|