Carolinas Wealth Consulting’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,248
| Closed | -$285K | – | 968 |
|
|
2025
Q1 | $285K | Sell |
3,248
-1,245
| -28% | -$109K | 0.06% | 148 |
|
|
2024
Q4 | $407K | Sell |
4,493
-6
| -0.1% | -$543 | 0.08% | 121 |
|
|
2024
Q3 | $363K | Buy |
4,499
+226
| +5% | +$18.2K | 0.07% | 137 |
|
|
2024
Q2 | $289K | Buy |
4,273
+35
| +0.8% | +$2.37K | 0.06% | 145 |
|
|
2024
Q1 | $255K | Sell |
4,238
-46,015
| -92% | -$2.77M | 0.05% | 147 |
|
|
2023
Q4 | $245K | Sell |
50,253
-321
| -0.6% | -$1.56K | 0.05% | 140 |
|
|
2023
Q3 | $270K | Sell |
50,574
-579
| -1% | -$3.09K | 0.07% | 121 |
|
|
2023
Q2 | $291K | Sell |
51,153
-12
| -0% | -$68 | 0.06% | 145 |
|
|
2023
Q1 | $274K | Buy |
51,165
+87
| +0.2% | +$466 | 0.06% | 147 |
|
|
2022
Q4 | $261K | Buy |
51,078
+225
| +0.4% | +$1.15K | 0.06% | 146 |
|
|
2022
Q3 | $230K | Buy |
50,853
+324
| +0.6% | +$1.47K | 0.06% | 143 |
|
|
2022
Q2 | $203K | Buy |
50,529
+44,544
| +744% | +$179K | 0.05% | 159 |
|
|
2022
Q1 | $297K | Sell |
5,985
-570
| -9% | -$28.3K | 0.07% | 128 |
|
|
2021
Q4 | $317K | Buy |
6,555
+294
| +5% | +$14.2K | 0.07% | 128 |
|
|
2021
Q3 | $291K | Buy |
6,261
+12
| +0.2% | +$558 | 0.07% | 122 |
|
|
2021
Q2 | $294K | Sell |
6,249
-2,979
| -32% | -$140K | 0.06% | 131 |
|
|
2021
Q1 | $418K | Buy |
9,228
+795
| +9% | +$36K | 0.1% | 96 |
|
|
2020
Q4 | $407K | Buy |
8,433
+3,390
| +67% | +$164K | 0.11% | 96 |
|
|
2020
Q3 | $235K | Buy |
5,043
+2,232
| +79% | +$104K | 0.08% | 114 |
|
|
2020
Q2 | $112K | Buy |
+2,811
| New | +$112K | 0.04% | 142 |
|