Claris 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 | $960K | Sell |
9,821
-87
| -0.9% | -$8.51K | 0.33% | 31 |
|
|
2025
Q1 | $870K | Buy |
9,908
+3,443
| +53% | +$302K | 0.32% | 30 |
|
|
2024
Q4 | $584K | Buy |
6,465
+400
| +7% | +$36.1K | 0.22% | 39 |
|
|
2024
Q3 | $490K | Buy |
6,065
+102
| +2% | +$8.24K | 0.21% | 34 |
|
|
2024
Q2 | $404K | Hold |
5,963
| – | – | 0.21% | 36 |
|
|
2024
Q1 | $359K | Buy |
5,963
+143
| +2% | +$8.6K | 0.18% | 36 |
|
|
2023
Q4 | $306K | Hold |
5,820
| – | – | 0.17% | 40 |
|
|
2023
Q3 | $310K | Hold |
5,820
| – | – | 0.2% | 37 |
|
|
2023
Q2 | $305K | Sell |
5,820
-18
| -0.3% | -$943 | 0.21% | 37 |
|
|
2023
Q1 | $287K | Sell |
5,838
-525
| -8% | -$25.8K | 0.21% | 33 |
|
|
2022
Q4 | $301K | Buy |
6,363
+93
| +1% | +$4.4K | 0.29% | 38 |
|
|
2022
Q3 | $271K | Hold |
6,270
| – | – | 0.31% | 31 |
|
|
2022
Q2 | $254K | Hold |
6,270
| – | – | 0.27% | 34 |
|
|
2022
Q1 | $311K | Hold |
6,270
| – | – | 0.33% | 33 |
|
|
2021
Q4 | $302K | Buy |
+6,270
| New | +$302K | 0.32% | 33 |
|