Caldwell Sutter Capital’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Sell |
9,241
-43
| -0.5% | -$4.21K | 0.41% | 63 |
|
|
2025
Q1 | $815K | Sell |
9,284
-252
| -3% | -$22.1K | 0.39% | 70 |
|
|
2024
Q4 | $862K | Buy |
9,536
+1,504
| +19% | +$136K | 0.4% | 67 |
|
|
2024
Q3 | $649K | Sell |
8,032
-122
| -1% | -$9.85K | 0.3% | 90 |
|
|
2024
Q2 | $552K | Sell |
8,154
-434
| -5% | -$29.4K | 0.27% | 100 |
|
|
2024
Q1 | $517K | Sell |
8,588
-793
| -8% | -$47.7K | 0.25% | 107 |
|
|
2023
Q4 | $493K | Buy |
9,381
+552
| +6% | +$29K | 0.25% | 104 |
|
|
2023
Q3 | $471K | Buy |
8,829
+27
| +0.3% | +$1.44K | 0.26% | 104 |
|
|
2023
Q2 | $461K | Buy |
8,802
+5,034
| +134% | +$264K | 0.24% | 102 |
|
|
2023
Q1 | $185K | Buy |
3,768
+2,268
| +151% | +$111K | 0.14% | 133 |
|
|
2022
Q4 | $70.9K | Buy |
+1,500
| New | +$70.9K | 0.06% | 165 |
|