Capstone Triton Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
+52,970
| New | +$5.18M | 3.76% | 4 |
|
|
2024
Q4 | $4.94M | Sell |
54,630
-1,536
| -3% | -$139K | 3.08% | 4 |
|
|
2024
Q3 | $4.54M | Sell |
56,166
-744
| -1% | -$60.1K | 2.9% | 5 |
|
|
2024
Q2 | $3.85M | Sell |
56,910
-674
| -1% | -$45.6K | 2.7% | 6 |
|
|
2024
Q1 | $3.46M | Sell |
57,584
-6,679
| -10% | -$402K | 2.46% | 6 |
|
|
2023
Q4 | $3.38M | Sell |
64,263
-5,907
| -8% | -$310K | 2.46% | 8 |
|
|
2023
Q3 | $3.74M | Buy |
70,170
+1,704
| +2% | +$90.8K | 2.73% | 5 |
|
|
2023
Q2 | $3.59M | Buy |
68,466
+720
| +1% | +$37.7K | 2.47% | 7 |
|
|
2023
Q1 | $3.33M | Buy |
67,746
+1,452
| +2% | +$71.4K | 2.51% | 6 |
|
|
2022
Q4 | $3.13M | Sell |
66,294
-762
| -1% | -$36K | 2.51% | 5 |
|
|
2022
Q3 | $2.9M | Buy |
67,056
+960
| +1% | +$41.5K | 2.48% | 7 |
|
|
2022
Q2 | $2.92M | Buy |
66,096
+726
| +1% | +$32.1K | 2.21% | 9 |
|
|
2022
Q1 | $3.36M | Buy |
+65,370
| New | +$3.36M | 2.35% | 9 |
|
|
2021
Q4 | – | Sell |
-58,299
| Closed | -$2.92M | – | 122 |
|
|
2021
Q3 | $2.92M | Sell |
58,299
-798
| -1% | -$39.9K | 1.75% | 15 |
|
|
2021
Q2 | $2.78M | Buy |
59,097
+4,125
| +8% | +$194K | 1.71% | 15 |
|
|
2021
Q1 | $2.49M | Sell |
54,972
-2,664
| -5% | -$121K | 1.65% | 20 |
|
|
2020
Q4 | $2.77M | Buy |
+57,636
| New | +$2.77M | 1.7% | 12 |
|