Concentrum Wealth 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 | $1.42M | Buy |
14,512
+2,291
| +19% | +$224K | 0.45% | 30 |
|
|
2025
Q1 | $1.07M | Buy |
12,221
+2,651
| +28% | +$233K | 0.4% | 35 |
|
|
2024
Q4 | $865K | Buy |
9,570
+922
| +11% | +$83.3K | 0.3% | 36 |
|
|
2024
Q3 | $698K | Buy |
8,648
+174
| +2% | +$14.1K | 0.27% | 36 |
|
|
2024
Q2 | $574K | Buy |
8,474
+56
| +0.7% | +$3.79K | 0.24% | 40 |
|
|
2024
Q1 | $507K | Buy |
8,418
+222
| +3% | +$13.4K | 0.23% | 42 |
|
|
2023
Q4 | $431K | Buy |
8,196
+48
| +0.6% | +$2.52K | 0.22% | 43 |
|
|
2023
Q3 | $434K | Sell |
8,148
-4,071
| -33% | -$217K | 0.26% | 42 |
|
|
2023
Q2 | $640K | Buy |
12,219
+5,559
| +83% | +$291K | 0.41% | 34 |
|
|
2023
Q1 | $327K | Buy |
+6,660
| New | +$327K | 0.24% | 47 |
|