Aspen Grove Capital’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
5,688
+2,579
| +83% | +$252K | 0.09% | 98 |
|
|
2025
Q1 | $274K | Buy |
3,109
+4
| +0.1% | +$352 | 0.05% | 176 |
|
|
2024
Q4 | $281K | Buy |
3,105
+44
| +1% | +$3.98K | 0.06% | 155 |
|
|
2024
Q3 | $247K | Hold |
3,061
| – | – | 0.05% | 168 |
|
|
2024
Q2 | $207K | Buy |
+3,061
| New | +$207K | 0.05% | 187 |
|
|
2023
Q3 | – | Sell |
-6,534
| Closed | -$342K | – | 210 |
|
|
2023
Q2 | $342K | Buy |
+6,534
| New | +$342K | 0.11% | 133 |
|
|
2023
Q1 | – | Sell |
-4,350
| Closed | -$206K | – | 177 |
|
|
2022
Q4 | $206K | Buy |
+4,350
| New | +$206K | 0.1% | 143 |
|