Ameliora 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 | $3.55M | Sell |
36,297
-5,019
| -12% | -$491K | 1.27% | 19 |
|
|
2025
Q1 | $3.63M | Sell |
41,316
-13,982
| -25% | -$1.23M | 1.36% | 21 |
|
|
2024
Q4 | $5M | Buy |
55,298
+560
| +1% | +$50.6K | 1.87% | 17 |
|
|
2024
Q3 | $4.42M | Sell |
54,738
-886
| -2% | -$71.5K | 1.84% | 16 |
|
|
2024
Q2 | $3.77M | Sell |
55,624
-23,397
| -30% | -$1.58M | 1.71% | 20 |
|
|
2024
Q1 | $4.75M | Buy |
79,021
+310
| +0.4% | +$18.7K | 2.16% | 14 |
|
|
2023
Q4 | $4.14M | Buy |
78,711
+6,027
| +8% | +$317K | 2.05% | 15 |
|
|
2023
Q3 | $3.87M | Sell |
72,684
-354
| -0.5% | -$18.9K | 2.3% | 13 |
|
|
2023
Q2 | $3.83M | Buy |
73,038
+3,606
| +5% | +$189K | 2.36% | 11 |
|
|
2023
Q1 | $3.41M | Sell |
69,432
-38,871
| -36% | -$1.91M | 1.99% | 12 |
|
|
2022
Q4 | $5.12M | Sell |
108,303
-24,081
| -18% | -$1.14M | 2.74% | 13 |
|
|
2022
Q3 | $5.81M | Buy |
132,384
+9,591
| +8% | +$421K | 3.15% | 10 |
|
|
2022
Q2 | $4.98M | Sell |
122,793
-246,000
| -67% | -$9.97M | 5.89% | 4 |
|
|
2022
Q1 | $16.8M | Buy |
368,793
+14,475
| +4% | +$661K | 11.08% | 3 |
|
|
2021
Q4 | $15.6M | Buy |
+354,318
| New | +$15.6M | 14.25% | 2 |
|