Centurion 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 | $548K | Buy |
5,609
+527
| +10% | +$51.5K | 0.16% | 113 |
|
2025
Q1 | $459K | Hold |
5,082
| – | – | 0.14% | 114 |
|
2024
Q4 | $459K | Hold |
5,082
| – | – | 0.14% | 114 |
|
2024
Q3 | $410K | Buy |
+5,082
| New | +$410K | 0.13% | 118 |
|
2024
Q1 | $315K | Buy |
5,230
+31
| +0.6% | +$1.87K | 0.12% | 119 |
|
2023
Q4 | $273K | Sell |
5,199
-180
| -3% | -$9.46K | 0.12% | 131 |
|
2023
Q3 | $287K | Sell |
5,379
-270
| -5% | -$14.4K | 0.14% | 105 |
|
2023
Q2 | $296K | Buy |
5,649
+447
| +9% | +$23.4K | 0.14% | 112 |
|
2023
Q1 | $256K | Sell |
5,202
-9
| -0.2% | -$442 | 0.13% | 120 |
|
2022
Q4 | $246K | Buy |
+5,211
| New | +$246K | 0.14% | 125 |
|