Center for Financial Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
11,286
+401
| +4% | +$39.2K | 0.13% | 59 |
|
|
2025
Q1 | $956K | Buy |
10,885
+771
| +8% | +$67.7K | 0.12% | 60 |
|
|
2024
Q4 | $914K | Sell |
10,114
-20
| -0.2% | -$1.81K | 0.12% | 58 |
|
|
2024
Q3 | $818K | Buy |
10,134
+16
| +0.2% | +$1.29K | 0.11% | 61 |
|
|
2024
Q2 | $685K | Buy |
10,118
+344
| +4% | +$23.3K | 0.1% | 73 |
|
|
2024
Q1 | $588K | Buy |
9,774
+102
| +1% | +$6.14K | 0.09% | 79 |
|
|
2023
Q4 | $508K | Buy |
9,672
+120
| +1% | +$6.31K | 0.09% | 80 |
|
|
2023
Q3 | $509K | Buy |
9,552
+297
| +3% | +$15.8K | 0.11% | 77 |
|
|
2023
Q2 | $485K | Buy |
9,255
+225
| +2% | +$11.8K | 0.1% | 80 |
|
|
2023
Q1 | $444K | Buy |
9,030
+498
| +6% | +$24.5K | 0.1% | 84 |
|
|
2022
Q4 | $403K | Buy |
8,532
+786
| +10% | +$37.1K | 0.1% | 86 |
|
|
2022
Q3 | $335K | Buy |
7,746
+24
| +0.3% | +$1.04K | 0.09% | 88 |
|
|
2022
Q2 | $313K | Buy |
7,722
+405
| +6% | +$16.4K | 0.08% | 98 |
|
|
2022
Q1 | $363K | Buy |
7,317
+294
| +4% | +$14.6K | 0.07% | 98 |
|
|
2021
Q4 | $339K | Buy |
7,023
+453
| +7% | +$21.9K | 0.07% | 100 |
|
|
2021
Q3 | $305K | Buy |
6,570
+354
| +6% | +$16.4K | 0.07% | 99 |
|
|
2021
Q2 | $292K | Buy |
6,216
+30
| +0.5% | +$1.41K | 0.07% | 107 |
|
|
2021
Q1 | $280K | Buy |
6,186
+594
| +11% | +$26.9K | 0.07% | 103 |
|
|
2020
Q4 | $269K | Sell |
5,592
-105
| -2% | -$5.05K | 0.08% | 99 |
|
|
2020
Q3 | $266K | Sell |
5,697
-75
| -1% | -$3.5K | 0.09% | 94 |
|
|
2020
Q2 | $230K | Sell |
5,772
-939
| -14% | -$37.4K | 0.08% | 98 |
|
|
2020
Q1 | $254K | Buy |
6,711
+855
| +15% | +$32.4K | 0.09% | 95 |
|
|
2019
Q4 | $232K | Buy |
+5,856
| New | +$232K | 0.06% | 104 |
|