Commonwealth Retirement Investments’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Buy |
8,277
+8
| +0.1% | +$782 | 0.31% | 78 |
|
|
2025
Q1 | $726K | Buy |
8,269
+102
| +1% | +$8.96K | 0.3% | 70 |
|
|
2024
Q4 | $738K | Hold |
8,167
| – | – | 0.3% | 69 |
|
|
2024
Q3 | $659K | Buy |
8,167
+415
| +5% | +$33.5K | 0.28% | 69 |
|
|
2024
Q2 | $525K | Sell |
7,752
-730
| -9% | -$49.4K | 0.24% | 75 |
|
|
2024
Q1 | $510K | Buy |
8,482
+40
| +0.5% | +$2.41K | 0.24% | 67 |
|
|
2023
Q4 | $444K | Sell |
8,442
-243
| -3% | -$12.8K | 0.24% | 70 |
|
|
2023
Q3 | $463K | Sell |
8,685
-74,151
| -90% | -$3.95M | 0.27% | 59 |
|
|
2023
Q2 | $4.34M | Buy |
82,836
+582
| +0.7% | +$30.5K | 2.42% | 18 |
|
|
2023
Q1 | $4.04M | Buy |
82,254
+966
| +1% | +$47.5K | 2.4% | 19 |
|
|
2022
Q4 | $3.84M | Buy |
+81,288
| New | +$3.84M | 2.33% | 18 |
|