CPC
Consolidated Planning Corp’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
112,742
+1,081
| +1% | +$106K | 1.38% | 18 |
|
|
2025
Q1 | $9.8M | Buy |
111,661
+6,358
| +6% | +$558K | 1.35% | 19 |
|
|
2024
Q4 | $9.51M | Buy |
105,303
+1,757
| +2% | +$159K | 1.29% | 20 |
|
|
2024
Q3 | $8.36M | Sell |
103,546
-2,319
| -2% | -$187K | 1.24% | 19 |
|
|
2024
Q2 | $7.17M | Buy |
105,865
+5,814
| +6% | +$394K | 1.18% | 24 |
|
|
2024
Q1 | $6.02M | Buy |
100,051
+67,847
| +211% | +$4.08M | 1.03% | 29 |
|
|
2023
Q4 | $5.08M | Buy |
32,204
+573
| +2% | +$90.3K | 0.95% | 29 |
|
|
2023
Q3 | $5.06M | Buy |
31,631
+1,193
| +4% | +$191K | 1.12% | 25 |
|
|
2023
Q2 | $4.78M | Buy |
30,438
+2,319
| +8% | +$365K | 1.01% | 29 |
|
|
2023
Q1 | $4.15M | Buy |
28,119
+24,003
| +583% | +$3.54M | 1.07% | 28 |
|
|
2022
Q4 | $584K | Sell |
4,116
-100
| -2% | -$14.2K | 0.16% | 83 |
|
|
2022
Q3 | $547K | Sell |
4,216
-20
| -0.5% | -$2.6K | 0.17% | 76 |
|
|
2022
Q2 | $515K | Buy |
4,236
+167
| +4% | +$20.3K | 0.16% | 80 |
|
|
2022
Q1 | $606K | Hold |
4,069
| – | – | 0.42% | 26 |
|
|
2021
Q4 | $589K | Hold |
4,069
| – | – | 0.38% | 30 |
|
|
2021
Q3 | $567K | Sell |
4,069
-2
| -0% | -$279 | 0.37% | 29 |
|
|
2021
Q2 | $574K | Buy |
4,071
+15
| +0.4% | +$2.12K | 0.43% | 27 |
|
|
2021
Q1 | $550K | Hold |
4,056
| – | – | 0.35% | 29 |
|
|
2020
Q4 | $584K | Hold |
4,056
| – | – | 0.38% | 28 |
|
|
2020
Q3 | $567K | Sell |
4,056
-130
| -3% | -$18.2K | 0.42% | 24 |
|
|
2020
Q2 | $501K | Buy |
4,186
+108
| +3% | +$12.9K | 0.49% | 25 |
|
|
2020
Q1 | $463K | Buy |
4,078
+113
| +3% | +$12.8K | 0.58% | 25 |
|
|
2019
Q4 | $471K | Buy |
+3,965
| New | +$471K | 0.47% | 21 |
|