Atticus 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 | $587K | Buy |
6,002
+2,057
| +52% | +$201K | 0.16% | 80 |
|
|
2025
Q1 | $346K | Hold |
3,945
| – | – | 0.11% | 90 |
|
|
2024
Q4 | $356K | Sell |
3,945
-172
| -4% | -$15.5K | 0.11% | 84 |
|
|
2024
Q3 | $332K | Sell |
4,117
-49
| -1% | -$3.96K | 0.11% | 88 |
|
|
2024
Q2 | $282K | Sell |
4,166
-2,134
| -34% | -$144K | 0.09% | 94 |
|
|
2024
Q1 | $379K | Sell |
6,300
-1,299
| -17% | -$78.2K | 0.12% | 81 |
|
|
2023
Q4 | $399K | Buy |
7,599
+843
| +12% | +$44.3K | 0.14% | 84 |
|
|
2023
Q3 | $360K | Sell |
6,756
-777
| -10% | -$41.4K | 0.14% | 89 |
|
|
2023
Q2 | $395K | Sell |
7,533
-105
| -1% | -$5.5K | 0.15% | 88 |
|
|
2023
Q1 | $375K | Sell |
7,638
-1,410
| -16% | -$69.3K | 0.14% | 86 |
|
|
2022
Q4 | $428K | Sell |
9,048
-111
| -1% | -$5.25K | 0.18% | 81 |
|
|
2022
Q3 | $371K | Hold |
9,159
| – | – | 0.18% | 77 |
|
|
2022
Q2 | $371K | Buy |
9,159
+4,482
| +96% | +$182K | 0.15% | 91 |
|
|
2022
Q1 | $232K | Sell |
4,677
-1,494
| -24% | -$74.1K | 0.08% | 134 |
|
|
2021
Q4 | $298K | Buy |
6,171
+2,598
| +73% | +$125K | 0.12% | 107 |
|
|
2021
Q3 | $166K | Buy |
3,573
+549
| +18% | +$25.5K | 0.07% | 115 |
|
|
2021
Q2 | $142K | Sell |
3,024
-24
| -0.8% | -$1.13K | 0.06% | 138 |
|
|
2021
Q1 | $138K | Buy |
3,048
+18
| +0.6% | +$815 | 0.07% | 134 |
|
|
2020
Q4 | $146K | Buy |
3,030
+30
| +1% | +$1.45K | 0.07% | 129 |
|
|
2020
Q3 | $140K | Buy |
3,000
+3
| +0.1% | +$140 | 0.08% | 108 |
|
|
2020
Q2 | $120K | Buy |
2,997
+45
| +2% | +$1.8K | 0.08% | 111 |
|
|
2020
Q1 | $112K | Buy |
2,952
+408
| +16% | +$15.5K | 0.09% | 111 |
|
|
2019
Q4 | $101K | Buy |
+2,544
| New | +$101K | 0.06% | 133 |
|