Cape Investment Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Sell |
1,412
-542
| -28% | -$53K | 0.05% | 225 |
|
|
2025
Q1 | $172K | Buy |
1,954
+500
| +34% | +$43.9K | 0.07% | 190 |
|
|
2024
Q4 | $131K | Buy |
1,454
+271
| +23% | +$24.5K | 0.05% | 217 |
|
|
2024
Q3 | $95.5K | Sell |
1,183
-39
| -3% | -$3.15K | 0.04% | 239 |
|
|
2024
Q2 | $82.7K | Buy |
1,222
+18
| +1% | +$1.22K | 0.04% | 243 |
|
|
2024
Q1 | $72.4K | Sell |
1,204
-716
| -37% | -$43.1K | 0.03% | 254 |
|
|
2023
Q4 | $101K | Buy |
1,920
+990
| +106% | +$52K | 0.05% | 222 |
|
|
2023
Q3 | $49.5K | Buy |
930
+3
| +0.3% | +$160 | 0.03% | 292 |
|
|
2023
Q2 | $48.6K | Buy |
927
+3
| +0.3% | +$157 | 0.03% | 289 |
|
|
2023
Q1 | $45.5K | Buy |
+924
| New | +$45.5K | 0.03% | 276 |
|