Carson 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 | $1.09M | Buy |
11,126
+533
| +5% | +$52.1K | 0.69% | 35 |
|
|
2025
Q1 | $930K | Buy |
10,593
+64
| +0.6% | +$5.62K | 0.63% | 41 |
|
|
2024
Q4 | $951K | Sell |
10,529
-4
| -0% | -$361 | 0.66% | 42 |
|
|
2024
Q3 | $851K | Sell |
10,533
-388
| -4% | -$31.3K | 0.53% | 53 |
|
|
2024
Q2 | $739K | Buy |
10,921
+777
| +8% | +$52.6K | 0.52% | 59 |
|
|
2024
Q1 | $610K | Buy |
10,144
+214
| +2% | +$12.9K | 0.43% | 78 |
|
|
2023
Q4 | $522K | Hold |
9,930
| – | – | 0.41% | 79 |
|
|
2023
Q3 | $529K | Buy |
9,930
+153
| +2% | +$8.16K | 0.46% | 75 |
|
|
2023
Q2 | $512K | Buy |
9,777
+9
| +0.1% | +$472 | 0.43% | 78 |
|
|
2023
Q1 | $480K | Buy |
9,768
+324
| +3% | +$15.9K | 0.43% | 73 |
|
|
2022
Q4 | $446K | Buy |
9,444
+648
| +7% | +$30.6K | 0.43% | 65 |
|
|
2022
Q3 | $380K | Buy |
8,796
+903
| +11% | +$39K | 0.42% | 64 |
|
|
2022
Q2 | $320K | Sell |
7,893
-108
| -1% | -$4.38K | 0.36% | 81 |
|
|
2022
Q1 | $397K | Buy |
8,001
+378
| +5% | +$18.8K | 0.39% | 69 |
|
|
2021
Q4 | $368K | Buy |
+7,623
| New | +$368K | 0.37% | 74 |
|