Castle 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 | $998K | Buy |
10,209
+13
| +0.1% | +$1.27K | 0.36% | 62 |
|
|
2025
Q1 | $897K | Buy |
10,196
+99
| +1% | +$8.71K | 0.35% | 60 |
|
|
2024
Q4 | $914K | Sell |
10,097
-277
| -3% | -$25.1K | 0.36% | 61 |
|
|
2024
Q3 | $838K | Sell |
10,374
-148
| -1% | -$12K | 0.33% | 62 |
|
|
2024
Q2 | $712K | Buy |
10,522
+66
| +0.6% | +$4.47K | 0.34% | 65 |
|
|
2024
Q1 | $631K | Sell |
10,456
-659
| -6% | -$39.8K | 0.33% | 70 |
|
|
2023
Q4 | $586K | Buy |
11,115
+1,542
| +16% | +$81.3K | 0.35% | 70 |
|
|
2023
Q3 | $510K | Sell |
9,573
-213
| -2% | -$11.4K | 0.36% | 61 |
|
|
2023
Q2 | $513K | Sell |
9,786
-147
| -1% | -$7.7K | 0.36% | 64 |
|
|
2023
Q1 | $490K | Sell |
9,933
-501
| -5% | -$24.7K | 0.38% | 58 |
|
|
2022
Q4 | $495K | Sell |
10,434
-1,743
| -14% | -$82.7K | 0.31% | 61 |
|
|
2022
Q3 | $526K | Buy |
12,177
+2,316
| +23% | +$100K | 0.32% | 55 |
|
|
2022
Q2 | $400K | Buy |
+9,861
| New | +$400K | 0.23% | 72 |
|