CastleKeep Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
13,879
+1,278
| +10% | +$125K | 0.66% | 38 |
|
|
2025
Q1 | $1.11M | Sell |
12,601
-2,075
| -14% | -$182K | 0.57% | 66 |
|
|
2024
Q4 | $1.33M | Sell |
14,676
-2,654
| -15% | -$240K | 0.93% | 35 |
|
|
2024
Q3 | $1.4M | Sell |
17,330
-2,563
| -13% | -$207K | 0.96% | 18 |
|
|
2024
Q2 | $1.35M | Sell |
19,893
-61
| -0.3% | -$4.13K | 1.04% | 16 |
|
|
2024
Q1 | $1.2M | Sell |
19,954
-119
| -0.6% | -$7.16K | 0.86% | 24 |
|
|
2023
Q4 | $1.05M | Buy |
+20,073
| New | +$1.05M | 0.75% | 52 |
|