Clear Creek Financial 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 | $1.25M | Buy |
12,743
+90
| +0.7% | +$8.8K | 0.12% | 187 |
|
|
2025
Q1 | $1.11M | Buy |
12,653
+178
| +1% | +$15.6K | 0.12% | 175 |
|
|
2024
Q4 | $1.13M | Buy |
12,475
+156
| +1% | +$14.1K | 0.12% | 171 |
|
|
2024
Q3 | $995K | Sell |
12,319
-48
| -0.4% | -$3.88K | 0.11% | 170 |
|
|
2024
Q2 | $858K | Buy |
12,367
+121
| +1% | +$8.4K | 0.1% | 179 |
|
|
2024
Q1 | $760K | Buy |
12,246
+2,676
| +28% | +$166K | 0.1% | 181 |
|
|
2023
Q4 | $504K | Buy |
9,570
+3,441
| +56% | +$181K | 0.08% | 193 |
|
|
2023
Q3 | $327K | Buy |
6,129
+222
| +4% | +$11.8K | 0.06% | 225 |
|
|
2023
Q2 | $309K | Buy |
5,907
+750
| +15% | +$39.3K | 0.05% | 238 |
|
|
2023
Q1 | $254K | Sell |
5,157
-531
| -9% | -$26.1K | 0.05% | 246 |
|
|
2022
Q4 | $269K | Sell |
5,688
-903
| -14% | -$42.8K | 0.06% | 229 |
|
|
2022
Q3 | $285K | Buy |
6,591
+213
| +3% | +$9.21K | 0.06% | 200 |
|
|
2022
Q2 | $258K | Buy |
6,378
+2,043
| +47% | +$82.6K | 0.05% | 235 |
|
|
2022
Q1 | $216K | Buy |
4,335
+3
| +0.1% | +$149 | 0.03% | 304 |
|
|
2021
Q4 | $209K | Sell |
4,332
-1,323
| -23% | -$63.8K | 0.03% | 319 |
|
|
2021
Q3 | $263K | Buy |
5,655
+15
| +0.3% | +$698 | 0.04% | 257 |
|
|
2021
Q2 | $265K | Buy |
+5,640
| New | +$265K | 0.04% | 249 |
|
|
2021
Q1 | – | Sell |
-8,550
| Closed | -$411K | – | 271 |
|
|
2020
Q4 | $411K | Buy |
+8,550
| New | +$411K | 0.08% | 200 |
|
|
2020
Q3 | – | Sell |
-5,946
| Closed | -$237K | – | 265 |
|
|
2020
Q2 | $237K | Buy |
5,946
+705
| +13% | +$28.1K | 0.06% | 209 |
|
|
2020
Q1 | $228K | Buy |
5,241
+24
| +0.5% | +$1.04K | 0.09% | 139 |
|
|
2019
Q4 | $202K | Buy |
+5,217
| New | +$202K | 0.08% | 131 |
|