Clay Northam 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
$847K Hold
8,664
0.54% 31
2025
Q1
$761K Sell
8,664
-300
-3% -$26.3K 0.53% 32
2024
Q4
$810K Buy
8,964
+21
+0.2% +$1.9K 0.52% 29
2024
Q3
$722K Sell
8,943
-120
-1% -$9.69K 0.5% 32
2024
Q2
$614K Hold
9,063
0.47% 34
2024
Q1
$545K Sell
9,063
-30
-0.3% -$1.81K 0.44% 36
2023
Q4
$478K Hold
9,093
0.43% 38
2023
Q3
$485K Hold
9,093
0.48% 35
2023
Q2
$476K Sell
9,093
-90
-1% -$4.72K 0.45% 35
2023
Q1
$451K Hold
9,183
0.46% 38
2022
Q4
$434K Hold
9,183
0.5% 36
2022
Q3
$397K Hold
9,183
0.5% 40
2022
Q2
$372K Hold
9,183
0.46% 45
2022
Q1
$456K Sell
9,183
-90
-1% -$4.47K 0.46% 45
2021
Q4
$447K Buy
+9,273
New +$447K 0.42% 49