Beverly Hills Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
28,989
-3,465
| -11% | -$339K | 0.53% | 51 |
|
|
2025
Q1 | $2.85M | Sell |
32,454
-1,914
| -6% | -$168K | 0.56% | 47 |
|
|
2024
Q4 | $3.11M | Sell |
34,368
-801
| -2% | -$72.4K | 0.63% | 38 |
|
|
2024
Q3 | $2.84M | Sell |
35,169
-5,044
| -13% | -$407K | 0.57% | 39 |
|
|
2024
Q2 | $2.72M | Sell |
40,213
-2,354
| -6% | -$159K | 0.59% | 41 |
|
|
2024
Q1 | $2.56M | Sell |
42,567
-5,097
| -11% | -$307K | 0.59% | 43 |
|
|
2023
Q4 | $2.5M | Sell |
47,664
-60
| -0.1% | -$3.15K | 0.65% | 38 |
|
|
2023
Q3 | $2.54M | Sell |
47,724
-42,336
| -47% | -$2.26M | 0.76% | 31 |
|
|
2023
Q2 | $4.75M | Buy |
90,060
+42,096
| +88% | +$2.22M | 0.78% | 35 |
|
|
2023
Q1 | $2.36M | Buy |
47,964
+11,535
| +32% | +$567K | 0.73% | 38 |
|
|
2022
Q4 | $1.72M | Buy |
+36,429
| New | +$1.72M | 0.75% | 44 |
|