Cannon Financial Strategists’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Hold |
6,867
| – | – | 0.11% | 54 |
|
|
2025
Q1 | $603K | Hold |
6,867
| – | – | 0.1% | 56 |
|
|
2024
Q4 | $620K | Hold |
6,867
| – | – | 0.11% | 54 |
|
|
2024
Q3 | $555K | Buy |
6,867
+297
| +5% | +$24K | 0.1% | 60 |
|
|
2024
Q2 | $445K | Hold |
6,570
| – | – | 0.08% | 61 |
|
|
2024
Q1 | $395K | Hold |
6,570
| – | – | 0.08% | 64 |
|
|
2023
Q4 | $345K | Sell |
6,570
-138
| -2% | -$7.25K | 0.07% | 67 |
|
|
2023
Q3 | $358K | Buy |
6,708
+180
| +3% | +$9.6K | 0.09% | 62 |
|
|
2023
Q2 | $342K | Buy |
6,528
+90
| +1% | +$4.72K | 0.09% | 67 |
|
|
2023
Q1 | $316K | Sell |
6,438
-471
| -7% | -$23.2K | 0.11% | 58 |
|
|
2022
Q4 | $327K | Hold |
6,909
| – | – | 0.12% | 54 |
|
|
2022
Q3 | $299K | Sell |
6,909
-561
| -8% | -$24.3K | 0.12% | 57 |
|
|
2022
Q2 | $303K | Buy |
7,470
+300
| +4% | +$12.2K | 0.12% | 60 |
|
|
2022
Q1 | $356K | Buy |
7,170
+261
| +4% | +$13K | 0.13% | 52 |
|
|
2021
Q4 | $333K | Sell |
6,909
-750
| -10% | -$36.2K | 0.12% | 53 |
|
|
2021
Q3 | $356K | Buy |
7,659
+750
| +11% | +$34.8K | 0.14% | 49 |
|
|
2021
Q2 | $325K | Buy |
6,909
+315
| +5% | +$14.8K | 0.13% | 47 |
|
|
2021
Q1 | $299K | Buy |
6,594
+156
| +2% | +$7.06K | 0.13% | 49 |
|
|
2020
Q4 | $309K | Sell |
6,438
-168
| -3% | -$8.07K | 0.15% | 45 |
|
|
2020
Q3 | $308K | Buy |
6,606
+168
| +3% | +$7.84K | 0.17% | 44 |
|
|
2020
Q2 | $257K | Sell |
6,438
-2,790
| -30% | -$111K | 0.16% | 47 |
|
|
2020
Q1 | $349K | Sell |
9,228
-39
| -0.4% | -$1.48K | 0.26% | 36 |
|
|
2019
Q4 | $367K | Sell |
9,267
-204
| -2% | -$8.08K | 0.24% | 36 |
|
|
2019
Q3 | $375K | Buy |
+9,471
| New | +$375K | 0.29% | 34 |
|