Concord Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
27,864
+655
| +2% | +$64K | 0.4% | 58 |
|
|
2025
Q1 | $2.39M | Sell |
27,209
-16,001
| -37% | -$1.4M | 0.39% | 65 |
|
|
2024
Q4 | $3.9M | Buy |
43,210
+21,194
| +96% | +$1.91M | 0.64% | 36 |
|
|
2024
Q3 | $1.78M | Buy |
22,016
+4,269
| +24% | +$345K | 0.3% | 71 |
|
|
2024
Q2 | $1.2M | Buy |
17,747
+2,093
| +13% | +$142K | 0.21% | 94 |
|
|
2024
Q1 | $942K | Buy |
15,654
+1,776
| +13% | +$107K | 0.17% | 103 |
|
|
2023
Q4 | $729K | Sell |
13,878
-1,005
| -7% | -$52.8K | 0.15% | 108 |
|
|
2023
Q3 | $793K | Sell |
14,883
-102
| -0.7% | -$5.44K | 0.17% | 89 |
|
|
2023
Q2 | $785K | Buy |
14,985
+4,503
| +43% | +$236K | 0.17% | 78 |
|
|
2023
Q1 | $515K | Buy |
10,482
+2,994
| +40% | +$147K | 0.15% | 85 |
|
|
2022
Q4 | $354K | Sell |
7,488
-4,011
| -35% | -$190K | 0.11% | 112 |
|
|
2022
Q3 | $497K | Sell |
11,499
-552
| -5% | -$23.9K | 0.16% | 89 |
|
|
2022
Q2 | $488K | Sell |
12,051
-660
| -5% | -$26.7K | 0.13% | 102 |
|
|
2022
Q1 | $631K | Sell |
12,711
-831
| -6% | -$41.3K | 0.16% | 83 |
|
|
2021
Q4 | $653K | Buy |
13,542
+11,169
| +471% | +$539K | 0.16% | 80 |
|
|
2021
Q3 | $110K | Sell |
2,373
-6,210
| -72% | -$288K | 0.05% | 127 |
|
|
2021
Q2 | $403K | Buy |
8,583
+1,575
| +22% | +$74K | 0.12% | 80 |
|
|
2021
Q1 | $317K | Buy |
7,008
+6,084
| +658% | +$275K | 0.11% | 92 |
|
|
2020
Q4 | $44K | Buy |
+924
| New | +$44K | 0.03% | 226 |
|