BSW Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
11,903
+40
| +0.3% | +$3.91K | 0.16% | 77 |
|
|
2025
Q1 | $1.04M | Sell |
11,863
-12
| -0.1% | -$1.05K | 0.16% | 80 |
|
|
2024
Q4 | $1.07M | Buy |
11,875
+266
| +2% | +$24K | 0.16% | 81 |
|
|
2024
Q3 | $937K | Buy |
11,609
+42
| +0.4% | +$3.39K | 0.14% | 81 |
|
|
2024
Q2 | $783K | Buy |
11,567
+304
| +3% | +$20.6K | 0.13% | 93 |
|
|
2024
Q1 | $678K | Buy |
11,263
+2,152
| +24% | +$129K | 0.11% | 107 |
|
|
2023
Q4 | $479K | Sell |
9,111
-93
| -1% | -$4.89K | 0.1% | 128 |
|
|
2023
Q3 | $491K | Buy |
9,204
+3
| +0% | +$160 | 0.11% | 110 |
|
|
2023
Q2 | $482K | Sell |
9,201
-150
| -2% | -$7.86K | 0.1% | 114 |
|
|
2023
Q1 | $460K | Hold |
9,351
| – | – | 0.09% | 148 |
|
|
2022
Q4 | $442K | Hold |
9,351
| – | – | 0.09% | 150 |
|
|
2022
Q3 | $404K | Buy |
9,351
+12
| +0.1% | +$518 | 0.1% | 140 |
|
|
2022
Q2 | $378K | Buy |
9,339
+30
| +0.3% | +$1.21K | 0.09% | 154 |
|
|
2022
Q1 | $462K | Sell |
9,309
-102
| -1% | -$5.06K | 0.12% | 135 |
|
|
2021
Q4 | $454K | Buy |
9,411
+1,275
| +16% | +$61.5K | 0.11% | 131 |
|
|
2021
Q3 | $378K | Sell |
8,136
-36
| -0.4% | -$1.67K | 0.11% | 136 |
|
|
2021
Q2 | $384K | Hold |
8,172
| – | – | 0.11% | 129 |
|
|
2021
Q1 | $370K | Buy |
8,172
+36
| +0.4% | +$1.63K | 0.11% | 116 |
|
|
2020
Q4 | $391K | Buy |
8,136
+1,518
| +23% | +$73K | 0.12% | 101 |
|
|
2020
Q3 | $309K | Sell |
6,618
-3
| -0% | -$140 | 0.12% | 99 |
|
|
2020
Q2 | $264K | Buy |
6,621
+231
| +4% | +$9.21K | 0.09% | 116 |
|
|
2020
Q1 | $242K | Buy |
6,390
+1,152
| +22% | +$43.6K | 0.1% | 96 |
|
|
2019
Q4 | $207K | Buy |
5,238
+42
| +0.8% | +$1.66K | 0.07% | 119 |
|
|
2019
Q3 | $206K | Buy |
+5,196
| New | +$206K | 0.08% | 101 |
|