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 |
|