Colton Groome Financial 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 | $1.54M | Buy |
15,712
+766
| +5% | +$74.9K | 0.52% | 38 |
|
|
2025
Q1 | $1.45M | Sell |
14,946
-1,710
| -10% | -$166K | 0.56% | 33 |
|
|
2024
Q4 | $1.5M | Sell |
16,656
-252
| -1% | -$22.8K | 0.58% | 36 |
|
|
2024
Q3 | $1.37M | Sell |
16,908
-1,608
| -9% | -$130K | 0.51% | 41 |
|
|
2024
Q2 | $1.25M | Sell |
18,516
-1,688
| -8% | -$114K | 0.49% | 41 |
|
|
2024
Q1 | $1.22M | Buy |
20,204
+2
| +0% | +$120 | 0.49% | 42 |
|
|
2023
Q4 | $1.06M | Buy |
20,202
+4,623
| +30% | +$243K | 0.46% | 43 |
|
|
2023
Q3 | $830K | Buy |
15,579
+2,550
| +20% | +$136K | 0.42% | 52 |
|
|
2023
Q2 | $683K | Buy |
13,029
+4,995
| +62% | +$262K | 0.32% | 64 |
|
|
2023
Q1 | $395K | Buy |
+8,034
| New | +$395K | 0.19% | 88 |
|
|
2022
Q1 | – | Sell |
-18,207
| Closed | -$878K | – | 139 |
|
|
2021
Q4 | $878K | Buy |
18,207
+264
| +1% | +$12.7K | 0.36% | 53 |
|
|
2021
Q3 | $834K | Sell |
17,943
-60
| -0.3% | -$2.79K | 0.36% | 46 |
|
|
2021
Q2 | $846K | Buy |
+18,003
| New | +$846K | 0.39% | 45 |
|