Baron 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 | $861K | Buy |
8,803
+557
| +7% | +$54.5K | 0.3% | 39 |
|
|
2025
Q1 | $724K | Sell |
8,246
-146
| -2% | -$12.8K | 0.32% | 45 |
|
|
2024
Q4 | $758K | Buy |
8,392
+130
| +2% | +$11.7K | 0.36% | 39 |
|
|
2024
Q3 | $667K | Buy |
8,262
+586
| +8% | +$47.3K | 0.32% | 45 |
|
|
2024
Q2 | $520K | Buy |
7,676
+724
| +10% | +$49K | 0.27% | 55 |
|
|
2024
Q1 | $418K | Buy |
6,952
+1,180
| +20% | +$71K | 0.22% | 71 |
|
|
2023
Q4 | $303K | Buy |
5,772
+165
| +3% | +$8.67K | 0.17% | 106 |
|
|
2023
Q3 | $299K | Buy |
5,607
+42
| +0.8% | +$2.24K | 0.19% | 91 |
|
|
2023
Q2 | $292K | Buy |
5,565
+69
| +1% | +$3.62K | 0.19% | 98 |
|
|
2023
Q1 | $270K | Buy |
5,496
+168
| +3% | +$8.26K | 0.19% | 95 |
|
|
2022
Q4 | $252K | Buy |
+5,328
| New | +$252K | 0.19% | 98 |
|