Beaird Harris 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 | $415K | Sell |
4,246
-44
| -1% | -$4.3K | 0.03% | 100 |
|
|
2025
Q1 | $377K | Buy |
4,290
+12
| +0.3% | +$1.05K | 0.03% | 94 |
|
|
2024
Q4 | $387K | Hold |
4,278
| – | – | 0.03% | 97 |
|
|
2024
Q3 | $345K | Buy |
4,278
+1,552
| +57% | +$125K | 0.03% | 105 |
|
|
2024
Q2 | $185K | Buy |
2,726
+843
| +45% | +$57.1K | 0.02% | 128 |
|
|
2024
Q1 | $113K | Buy |
1,883
+416
| +28% | +$25K | 0.01% | 150 |
|
|
2023
Q4 | $77K | Buy |
1,467
+63
| +4% | +$3.31K | 0.01% | 159 |
|
|
2023
Q3 | $74.8K | Buy |
1,404
+75
| +6% | +$4K | 0.01% | 140 |
|
|
2023
Q2 | $69.6K | Hold |
1,329
| – | – | 0.01% | 149 |
|
|
2023
Q1 | $65.3K | Sell |
1,329
-864
| -39% | -$42.4K | 0.01% | 156 |
|
|
2022
Q4 | $104K | Buy |
2,193
+702
| +47% | +$33.2K | 0.02% | 129 |
|
|
2022
Q3 | $65K | Buy |
1,491
+333
| +29% | +$14.5K | 0.01% | 145 |
|
|
2022
Q2 | $47K | Buy |
1,158
+375
| +48% | +$15.2K | 0.01% | 138 |
|
|
2022
Q1 | $39K | Sell |
783
-6,045
| -89% | -$301K | 0.01% | 205 |
|
|
2021
Q4 | $329K | Buy |
+6,828
| New | +$329K | 0.12% | 83 |
|