Congress Park Capital’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,234
| Closed | -$2.39M | – | 128 |
|
|
2025
Q1 | $2.39M | Sell |
27,234
-3,216
| -11% | -$282K | 0.91% | 29 |
|
|
2024
Q4 | $2.75M | Sell |
30,450
-2,007
| -6% | -$181K | 1% | 30 |
|
|
2024
Q3 | $2.62M | Sell |
32,457
-208
| -0.6% | -$16.8K | 0.97% | 33 |
|
|
2024
Q2 | $2.21M | Buy |
32,665
+228
| +0.7% | +$15.4K | 0.89% | 36 |
|
|
2024
Q1 | $1.95M | Sell |
32,437
-317
| -1% | -$19.1K | 0.86% | 37 |
|
|
2023
Q4 | $1.72M | Sell |
32,754
-4,929
| -13% | -$259K | 0.84% | 38 |
|
|
2023
Q3 | $2.01M | Buy |
37,683
+297
| +0.8% | +$15.8K | 1.05% | 26 |
|
|
2023
Q2 | $1.96M | Sell |
37,386
-1,242
| -3% | -$65.1K | 0.98% | 26 |
|
|
2023
Q1 | $1.9M | Sell |
38,628
-1,437
| -4% | -$70.6K | 0.99% | 28 |
|
|
2022
Q4 | $1.89M | Sell |
40,065
-120
| -0.3% | -$5.67K | 1.11% | 23 |
|
|
2022
Q3 | $1.74M | Sell |
40,185
-5,568
| -12% | -$241K | 1.01% | 26 |
|
|
2022
Q2 | $1.85M | Sell |
45,753
-2,853
| -6% | -$116K | 1.13% | 23 |
|
|
2022
Q1 | $2.41M | Sell |
48,606
-7,488
| -13% | -$372K | 1.21% | 20 |
|
|
2021
Q4 | $2.71M | Buy |
56,094
+39
| +0.1% | +$1.88K | 1.33% | 25 |
|
|
2021
Q3 | $2.6M | Buy |
56,055
+3,288
| +6% | +$153K | 1.33% | 22 |
|
|
2021
Q2 | $2.48M | Buy |
52,767
+4,281
| +9% | +$201K | 1.24% | 23 |
|
|
2021
Q1 | $2.2M | Buy |
48,486
+5,094
| +12% | +$231K | 1.23% | 21 |
|
|
2020
Q4 | $2.09M | Buy |
43,392
+735
| +2% | +$35.3K | 1.23% | 21 |
|
|
2020
Q3 | $1.99M | Buy |
42,657
+37,242
| +688% | +$1.74M | 1.23% | 22 |
|
|
2020
Q2 | $216K | Buy |
+5,415
| New | +$216K | 0.17% | 84 |
|