Cassaday & Co 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 | $2.63M | Buy |
26,931
+1,232
| +5% | +$120K | 0.07% | 65 |
|
|
2025
Q1 | $2.26M | Buy |
25,699
+76
| +0.3% | +$6.67K | 0.06% | 67 |
|
|
2024
Q4 | $2.32M | Buy |
25,623
+123
| +0.5% | +$11.1K | 0.06% | 63 |
|
|
2024
Q3 | $2.06M | Buy |
25,500
+748
| +3% | +$60.4K | 0.06% | 69 |
|
|
2024
Q2 | $1.68M | Sell |
24,752
-2,644
| -10% | -$179K | 0.05% | 75 |
|
|
2024
Q1 | $1.65M | Buy |
27,396
+702
| +3% | +$42.2K | 0.05% | 75 |
|
|
2023
Q4 | $1.4M | Sell |
26,694
-717
| -3% | -$37.7K | 0.05% | 80 |
|
|
2023
Q3 | $1.46M | Sell |
27,411
-765
| -3% | -$40.8K | 0.06% | 68 |
|
|
2023
Q2 | $1.48M | Sell |
28,176
-1,101
| -4% | -$57.7K | 0.06% | 71 |
|
|
2023
Q1 | $1.44M | Buy |
29,277
+300
| +1% | +$14.7K | 0.06% | 69 |
|
|
2022
Q4 | $1.37M | Buy |
+28,977
| New | +$1.37M | 0.06% | 71 |
|