Carroll Investors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
2,654
-16,125
| -86% | -$1.57M | 0.14% | 25 |
|
|
2025
Q1 | $1.61M | Buy |
18,779
+16,125
| +608% | +$1.38M | 1.07% | 15 |
|
|
2024
Q4 | $240K | Hold |
2,654
| – | – | 0.14% | 27 |
|
|
2024
Q3 | $212K | Buy |
+2,654
| New | +$212K | 0.14% | 26 |
|
|
2023
Q2 | – | Sell |
-16,125
| Closed | -$793K | – | 36 |
|
|
2023
Q1 | $793K | Hold |
16,125
| – | – | 0.65% | 24 |
|
|
2022
Q4 | $764K | Hold |
16,125
| – | – | 0.81% | 22 |
|
|
2022
Q3 | $710K | Buy |
+16,125
| New | +$710K | 0.57% | 20 |
|