Carmel Capital 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 | $584K | Sell |
5,973
-89
| -1% | -$8.7K | 0.2% | 83 |
|
|
2025
Q1 | $532K | Buy |
6,062
+41
| +0.7% | +$3.6K | 0.21% | 86 |
|
|
2024
Q4 | $544K | Buy |
6,021
+92
| +2% | +$8.31K | 0.22% | 76 |
|
|
2024
Q3 | $479K | Buy |
5,929
+241
| +4% | +$19.5K | 0.18% | 88 |
|
|
2024
Q2 | $385K | Buy |
5,688
+384
| +7% | +$26K | 0.16% | 96 |
|
|
2024
Q1 | $319K | Buy |
5,304
+126
| +2% | +$7.58K | 0.13% | 113 |
|
|
2023
Q4 | $272K | Buy |
5,178
+39
| +0.8% | +$2.05K | 0.14% | 117 |
|
|
2023
Q3 | $274K | Sell |
5,139
-315
| -6% | -$16.8K | 0.12% | 116 |
|
|
2023
Q2 | $286K | Buy |
5,454
+195
| +4% | +$10.2K | 0.15% | 94 |
|
|
2023
Q1 | $258K | Buy |
+5,259
| New | +$258K | 0.15% | 112 |
|