Bradley & Co Private 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 | $10.2M | Sell |
104,212
-1,248
| -1% | -$122K | 6.24% | 10 |
|
|
2025
Q1 | $9.26M | Sell |
105,460
-6,064
| -5% | -$532K | 6.32% | 7 |
|
|
2024
Q4 | $10.1M | Buy |
+111,524
| New | +$10.1M | 6.29% | 11 |
|
|
2024
Q2 | $7.53M | Buy |
111,279
+266
| +0.2% | +$18K | 5.57% | 11 |
|
|
2024
Q1 | $6.68M | Buy |
+111,013
| New | +$6.68M | 5.4% | 10 |
|
|
2023
Q1 | – | Sell |
-156
| Closed | -$7.37K | – | 180 |
|
|
2022
Q4 | $7.37K | Hold |
156
| – | – | 0.01% | 123 |
|
|
2022
Q3 | $7K | Hold |
156
| – | – | 0.01% | 138 |
|
|
2022
Q2 | $6K | Hold |
156
| – | – | 0.01% | 145 |
|
|
2022
Q1 | $8K | Sell |
156
-4,299
| -96% | -$220K | 0.01% | 132 |
|
|
2021
Q4 | $215K | Hold |
4,455
| – | – | 0.17% | 47 |
|
|
2021
Q3 | $207K | Hold |
4,455
| – | – | 0.18% | 47 |
|
|
2021
Q2 | $209K | Hold |
4,455
| – | – | 0.18% | 48 |
|
|
2021
Q1 | $202K | Buy |
+4,455
| New | +$202K | 0.19% | 50 |
|