Congress 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 | $10M | Buy |
102,491
+15,785
| +18% | +$1.54M | 0.1% | 245 |
|
|
2025
Q1 | $7.61M | Buy |
86,706
+39,668
| +84% | +$3.48M | 0.09% | 252 |
|
|
2024
Q4 | $4.25M | Buy |
47,038
+1,309
| +3% | +$118K | 0.06% | 304 |
|
|
2024
Q3 | $3.69M | Buy |
45,729
+31,730
| +227% | +$2.56M | 0.05% | 336 |
|
|
2024
Q2 | $948K | Buy |
13,999
+1,472
| +12% | +$99.7K | 0.02% | 434 |
|
|
2024
Q1 | $754K | Sell |
12,527
-1,969
| -14% | -$118K | 0.01% | 401 |
|
|
2023
Q4 | $762K | Buy |
14,496
+6,492
| +81% | +$341K | 0.01% | 413 |
|
|
2023
Q3 | $427K | Sell |
8,004
-927
| -10% | -$49.4K | 0.01% | 474 |
|
|
2023
Q2 | $468K | Sell |
8,931
-912
| -9% | -$47.8K | 0.01% | 427 |
|
|
2023
Q1 | $484K | Sell |
9,843
-912
| -8% | -$44.8K | 0.01% | 420 |
|
|
2022
Q4 | $508K | Sell |
10,755
-459
| -4% | -$21.7K | 0.01% | 406 |
|
|
2022
Q3 | $485K | Sell |
11,214
-399
| -3% | -$17.3K | 0.01% | 409 |
|
|
2022
Q2 | $470K | Sell |
11,613
-549
| -5% | -$22.2K | 0.01% | 418 |
|
|
2022
Q1 | $603K | Sell |
12,162
-1,404
| -10% | -$69.6K | 0.01% | 418 |
|
|
2021
Q4 | $654K | Buy |
+13,566
| New | +$654K | 0.01% | 428 |
|