Cornerstone Planning Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
2,884
-791
| -22% | -$78.6K | 0.06% | 70 |
|
|
2025
Q1 | $349K | Buy |
3,675
+1,344
| +58% | +$128K | 0.08% | 60 |
|
|
2024
Q4 | $227K | Buy |
2,331
+46
| +2% | +$4.48K | 0.06% | 67 |
|
|
2024
Q3 | $187K | Sell |
2,285
-84
| -4% | -$6.86K | 0.05% | 73 |
|
|
2024
Q2 | $160K | Buy |
2,369
+37
| +2% | +$2.5K | 0.05% | 91 |
|
|
2024
Q1 | $139K | Sell |
2,332
-347
| -13% | -$20.8K | 0.04% | 92 |
|
|
2023
Q4 | $141K | Buy |
2,679
+240
| +10% | +$12.6K | 0.05% | 101 |
|
|
2023
Q3 | $130K | Buy |
2,439
+480
| +25% | +$25.6K | 0.05% | 97 |
|
|
2023
Q2 | $103K | Buy |
+1,959
| New | +$103K | 0.04% | 132 |
|
|
2022
Q4 | $140K | Buy |
+3,027
| New | +$140K | 0.06% | 125 |
|