Covestor’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,655
-246
| -8% | -$24.1K | 0.15% | 94 |
|
|
2025
Q1 | $255K | Sell |
2,901
-13
| -0.4% | -$1.14K | 0.17% | 82 |
|
|
2024
Q4 | $263K | Buy |
2,914
+187
| +7% | +$16.9K | 0.16% | 87 |
|
|
2024
Q3 | $220K | Buy |
2,727
+75
| +3% | +$6.05K | 0.14% | 143 |
|
|
2024
Q2 | $180K | Buy |
2,652
+96
| +4% | +$6.52K | 0.12% | 188 |
|
|
2024
Q1 | $154K | Buy |
2,556
+63
| +3% | +$3.8K | 0.1% | 270 |
|
|
2023
Q4 | $131K | Sell |
2,493
-39
| -2% | -$2.05K | 0.09% | 326 |
|
|
2023
Q3 | $135K | Sell |
2,532
-177
| -7% | -$9.44K | 0.1% | 267 |
|
|
2023
Q2 | $142K | Buy |
2,709
+171
| +7% | +$8.96K | 0.11% | 260 |
|
|
2023
Q1 | $125K | Sell |
2,538
-105
| -4% | -$5.17K | 0.11% | 267 |
|
|
2022
Q4 | $125K | Sell |
2,643
-258
| -9% | -$12.2K | 0.1% | 297 |
|
|
2022
Q3 | $125K | Sell |
2,901
-210
| -7% | -$9.05K | 0.11% | 250 |
|
|
2022
Q2 | $126K | Sell |
3,111
-375
| -11% | -$15.2K | 0.1% | 284 |
|
|
2022
Q1 | $173K | Buy |
3,486
+840
| +32% | +$41.7K | 0.12% | 204 |
|
|
2021
Q4 | $128K | Buy |
+2,646
| New | +$128K | 0.18% | 86 |
|