Coppell Advisory Solutions’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
19,321
-7,249
| -27% | -$705K | 0.22% | 102 |
|
|
2025
Q1 | $2.55M | Sell |
26,570
-184,825
| -87% | -$17.8M | 0.35% | 58 |
|
|
2024
Q4 | $19.2M | Sell |
211,395
-64,843
| -23% | -$5.89M | 2.68% | 8 |
|
|
2024
Q3 | $22M | Buy |
276,238
+252,613
| +1,069% | +$20.2M | 3.24% | 5 |
|
|
2024
Q2 | $1.6M | Buy |
+23,625
| New | +$1.6M | 0.26% | 83 |
|
|
2023
Q4 | $340K | Buy |
6,465
+4,062
| +169% | +$213K | 0.07% | 190 |
|
|
2023
Q3 | $114K | Sell |
2,403
-16,752
| -87% | -$792K | 0.04% | 208 |
|
|
2023
Q2 | $985K | Buy |
+19,155
| New | +$985K | 0.28% | 83 |
|
|
2023
Q1 | – | Sell |
-2,403
| Closed | -$114K | – | 1090 |
|
|
2022
Q4 | $114K | Buy |
+2,403
| New | +$114K | 0.04% | 211 |
|
|
2020
Q4 | $1.12M | Buy |
+23,226
| New | +$1.12M | 0.56% | 49 |
|