Clear Investment Research’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
2,558
+1
+0% +$98 0.32% 52
2025
Q1
$225K Sell
2,557
-2
-0.1% -$176 0.3% 51
2024
Q4
$231K Sell
2,559
-6
-0.2% -$542 0.3% 50
2024
Q3
$207K Buy
2,565
+171
+7% +$13.8K 0.27% 53
2024
Q2
$162K Buy
2,394
+558
+30% +$37.8K 0.21% 57
2024
Q1
$111K Sell
1,836
-15
-0.8% -$903 0.15% 67
2023
Q4
$97.4K Buy
1,851
+9
+0.5% +$473 0.14% 75
2023
Q3
$98.3K Buy
1,842
+129
+8% +$6.88K 0.17% 66
2023
Q2
$89.8K Buy
1,713
+156
+10% +$8.18K 0.15% 67
2023
Q1
$76.5K Sell
1,557
-33
-2% -$1.62K 0.13% 69
2022
Q4
$75K Buy
1,590
+150
+10% +$7.08K 0.15% 68
2022
Q3
$62K Buy
+1,440
New +$62K 0.13% 69
2019
Q4
Sell
-33
Closed -$1K 396
2019
Q3
$1K Hold
33
﹤0.01% 216
2019
Q2
$1K Hold
33
﹤0.01% 215
2019
Q1
$1K Hold
33
﹤0.01% 210
2018
Q4
$1K Hold
33
﹤0.01% 200
2018
Q3
$1K Buy
+33
New +$1K ﹤0.01% 212