CarsonAllaria Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
4,584
+42
| +0.9% | +$4.11K | 0.24% | 38 |
|
|
2025
Q1 | $399K | Buy |
4,542
+4
| +0.1% | +$351 | 0.23% | 41 |
|
|
2024
Q4 | $410K | Sell |
4,538
-37
| -0.8% | -$3.34K | 0.23% | 40 |
|
|
2024
Q3 | $369K | Buy |
4,575
+9
| +0.2% | +$727 | 0.21% | 41 |
|
|
2024
Q2 | $309K | Buy |
4,566
+511
| +13% | +$34.6K | 0.19% | 46 |
|
|
2024
Q1 | $244K | Buy |
4,055
+1,088
| +37% | +$65.5K | 0.15% | 59 |
|
|
2023
Q4 | $156K | Sell |
2,967
-267
| -8% | -$14K | 0.11% | 72 |
|
|
2023
Q3 | $172K | Hold |
3,234
| – | – | 0.14% | 68 |
|
|
2023
Q2 | $170K | Buy |
3,234
+15
| +0.5% | +$786 | 0.13% | 74 |
|
|
2023
Q1 | $158K | Sell |
3,219
-3
| -0.1% | -$147 | 0.13% | 73 |
|
|
2022
Q4 | $152K | Buy |
3,222
+438
| +16% | +$20.7K | 0.13% | 72 |
|
|
2022
Q3 | $120K | Buy |
2,784
+15
| +0.5% | +$647 | 0.11% | 83 |
|
|
2022
Q2 | $112K | Buy |
2,769
+18
| +0.7% | +$728 | 0.1% | 87 |
|
|
2022
Q1 | $137K | Buy |
2,751
+525
| +24% | +$26.1K | 0.12% | 79 |
|
|
2021
Q4 | $107K | Buy |
+2,226
| New | +$107K | 0.09% | 88 |
|