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Bluesphere Advisors’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$505K Buy
5,169
+3
+0.1% +$293 0.25% 48
2025
Q1
$454K Sell
5,166
-4,410
-46% -$387K 0.26% 48
2024
Q4
$865K Hold
9,576
0.42% 36
2024
Q3
$773K Buy
9,576
+1
+0% +$81 0.38% 39
2024
Q2
$648K Buy
9,575
+1,157
+14% +$78.3K 0.33% 39
2024
Q1
$507K Buy
8,418
+5,613
+200% +$338K 0.28% 47
2023
Q4
$442K Buy
2,805
+800
+40% +$126K 0.27% 50
2023
Q3
$321K Hold
2,005
0.23% 58
2023
Q2
$315K Buy
2,005
+2
+0.1% +$314 0.22% 58
2023
Q1
$295K Buy
2,003
+67
+3% +$9.88K 0.24% 58
2022
Q4
$275K Hold
1,936
0.24% 68
2022
Q3
$251K Buy
1,936
+1
+0.1% +$130 0.25% 62
2022
Q2
$235K Buy
1,935
+41
+2% +$4.98K 0.23% 70
2022
Q1
$282K Buy
1,894
+1
+0.1% +$149 0.24% 72
2021
Q4
$274K Hold
1,893
0.23% 72
2021
Q3
$264K Hold
1,893
0.25% 67
2021
Q2
$267K Buy
1,893
+1
+0.1% +$141 0.24% 70
2021
Q1
$257K Buy
1,892
+226
+14% +$30.7K 0.23% 75
2020
Q4
$240K Buy
+1,666
New +$240K 0.26% 70