CFM Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
52,311
+1,929
| +4% | +$189K | 0.81% | 36 |
|
|
2025
Q1 | $4.42M | Buy |
50,382
+2,776
| +6% | +$244K | 0.78% | 38 |
|
|
2024
Q4 | $4.3M | Buy |
47,606
+3,553
| +8% | +$321K | 0.73% | 39 |
|
|
2024
Q3 | $3.56M | Sell |
44,053
-1,781
| -4% | -$144K | 0.62% | 40 |
|
|
2024
Q2 | $3.1M | Buy |
45,834
+1,447
| +3% | +$98K | 0.57% | 42 |
|
|
2024
Q1 | $2.67M | Buy |
44,387
+2,441
| +6% | +$147K | 0.54% | 47 |
|
|
2023
Q4 | $2.2M | Hold |
41,946
| – | – | 0.5% | 51 |
|
|
2023
Q3 | $2.24M | Hold |
41,946
| – | – | 0.59% | 45 |
|
|
2023
Q2 | $2.2M | Buy |
41,946
+303
| +0.7% | +$15.9K | 0.53% | 52 |
|
|
2023
Q1 | $2.05M | Buy |
41,643
+279
| +0.7% | +$13.7K | 0.55% | 50 |
|
|
2022
Q4 | $1.96M | Buy |
41,364
+48
| +0.1% | +$2.27K | 0.59% | 49 |
|
|
2022
Q3 | $1.79M | Buy |
41,316
+1,146
| +3% | +$49.5K | 0.57% | 48 |
|
|
2022
Q2 | $1.63M | Buy |
40,170
+279
| +0.7% | +$11.3K | 0.49% | 52 |
|
|
2022
Q1 | $1.98M | Sell |
39,891
-1,947
| -5% | -$96.6K | 0.47% | 56 |
|
|
2021
Q4 | $2.02M | Sell |
41,838
-975
| -2% | -$47K | 0.45% | 55 |
|
|
2021
Q3 | $1.99M | Hold |
42,813
| – | – | 0.5% | 50 |
|
|
2021
Q2 | $2.01M | Buy |
42,813
+975
| +2% | +$45.8K | 0.53% | 47 |
|
|
2021
Q1 | $1.89M | Buy |
41,838
+609
| +1% | +$27.6K | 0.57% | 45 |
|
|
2020
Q4 | $1.98M | Sell |
41,229
-780
| -2% | -$37.5K | 0.63% | 42 |
|
|
2020
Q3 | $495K | Buy |
42,009
+2,154
| +5% | +$25.4K | 0.18% | 85 |
|
|
2020
Q2 | $1.59M | Hold |
39,855
| – | – | 0.6% | 39 |
|
|
2020
Q1 | $1.51M | Hold |
39,855
| – | – | 0.7% | 36 |
|
|
2019
Q4 | $1.54M | Buy |
+39,855
| New | +$1.54M | 0.57% | 41 |
|