Birchcreek 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 | $501K | Sell |
5,119
-20
| -0.4% | -$1.96K | 0.28% | 64 |
|
|
2025
Q1 | $451K | Buy |
5,139
+20
| +0.4% | +$1.76K | 0.28% | 63 |
|
|
2024
Q4 | $463K | Hold |
5,119
| – | – | 0.29% | 71 |
|
|
2024
Q3 | $413K | Hold |
5,119
| – | – | 0.27% | 74 |
|
|
2024
Q2 | $347K | Sell |
5,119
-2
| -0% | -$135 | 0.2% | 102 |
|
|
2024
Q1 | $308K | Sell |
5,121
-195
| -4% | -$11.7K | 0.16% | 115 |
|
|
2023
Q4 | $279K | Sell |
5,316
-18
| -0.3% | -$946 | 0.17% | 107 |
|
|
2023
Q3 | $284K | Buy |
5,334
+204
| +4% | +$10.9K | 0.19% | 108 |
|
|
2023
Q2 | $269K | Sell |
5,130
-318
| -6% | -$16.7K | 0.19% | 111 |
|
|
2023
Q1 | $268K | Buy |
5,448
+510
| +10% | +$25.1K | 0.21% | 107 |
|
|
2022
Q4 | $233K | Buy |
4,938
+117
| +2% | +$5.53K | 0.21% | 113 |
|
|
2022
Q3 | $208K | Sell |
4,821
-168
| -3% | -$7.25K | 0.19% | 113 |
|
|
2022
Q2 | $202K | Buy |
+4,989
| New | +$202K | 0.18% | 113 |
|
|
2021
Q1 | – | Sell |
-4,338
| Closed | -$208K | – | 301 |
|
|
2020
Q4 | $208K | Buy |
+4,338
| New | +$208K | 0.2% | 96 |
|