Core Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
18,525
+3,543
| +24% | +$346K | 0.92% | 35 |
|
|
2025
Q1 | $1.32M | Buy |
14,982
+941
| +7% | +$82.6K | 0.76% | 32 |
|
|
2024
Q4 | $1.27M | Buy |
14,041
+2,136
| +18% | +$193K | 0.73% | 34 |
|
|
2024
Q3 | $961K | Buy |
11,905
+2,345
| +25% | +$189K | 0.58% | 46 |
|
|
2024
Q2 | $647K | Sell |
9,560
-1,476
| -13% | -$100K | 0.44% | 52 |
|
|
2024
Q1 | $664K | Buy |
11,036
+194
| +2% | +$11.7K | 0.5% | 48 |
|
|
2023
Q4 | $570K | Buy |
10,842
+300
| +3% | +$15.8K | 0.47% | 51 |
|
|
2023
Q3 | $562K | Sell |
10,542
-444
| -4% | -$23.7K | 0.51% | 45 |
|
|
2023
Q2 | $576K | Hold |
10,986
| – | – | 0.53% | 47 |
|
|
2023
Q1 | $540K | Sell |
10,986
-123,585
| -92% | -$6.07M | 0.54% | 48 |
|
|
2022
Q4 | $704K | Buy |
+134,571
| New | +$704K | 0.79% | 36 |
|