Connecticut 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 | $1.54M | Buy |
15,761
+458
| +3% | +$44.8K | 0.07% | 114 |
|
|
2025
Q1 | $1.34M | Buy |
15,303
+899
| +6% | +$78.9K | 0.07% | 123 |
|
|
2024
Q4 | $1.3M | Buy |
14,404
+225
| +2% | +$20.3K | 0.06% | 110 |
|
|
2024
Q3 | $1.14M | Buy |
14,179
+539
| +4% | +$43.5K | 0.06% | 143 |
|
|
2024
Q2 | $924K | Buy |
13,640
+87
| +0.6% | +$5.89K | 0.05% | 158 |
|
|
2024
Q1 | $815K | Buy |
13,553
+734
| +6% | +$44.2K | 0.04% | 170 |
|
|
2023
Q4 | $674K | Buy |
12,819
+4,770
| +59% | +$251K | 0.04% | 183 |
|
|
2023
Q3 | $429K | Buy |
8,049
+69
| +0.9% | +$3.68K | 0.03% | 188 |
|
|
2023
Q2 | $418K | Sell |
7,980
-63
| -0.8% | -$3.3K | 0.03% | 164 |
|
|
2023
Q1 | $395K | Buy |
+8,043
| New | +$395K | 0.03% | 158 |
|