Barrett & Company’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9K | Hold |
204
| – | – | 0.01% | 416 |
|
|
2025
Q1 | $17.9K | Buy |
204
+75
| +58% | +$6.58K | 0.01% | 389 |
|
|
2024
Q4 | $11.7K | Sell |
129
-9
| -7% | -$813 | ﹤0.01% | 424 |
|
|
2024
Q3 | $11.1K | Buy |
138
+57
| +70% | +$4.6K | ﹤0.01% | 420 |
|
|
2024
Q2 | $5.48K | Hold |
81
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $4.87K | Hold |
81
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $4.26K | Hold |
81
| – | – | ﹤0.01% | 488 |
|
|
2023
Q3 | $4.32K | Sell |
81
-42
| -34% | -$2.24K | ﹤0.01% | 492 |
|
|
2023
Q2 | $6.44K | Hold |
123
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $6.05K | Hold |
123
| – | – | ﹤0.01% | 431 |
|
|
2022
Q4 | $5.81K | Hold |
123
| – | – | ﹤0.01% | 433 |
|
|
2022
Q3 | $5.81K | Buy |
+123
| New | +$5.81K | ﹤0.01% | 433 |
|