Coyle Financial Counsel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
3,833
+135
| +4% | +$13.2K | 0.1% | 64 |
|
|
2025
Q1 | $325K | Buy |
3,698
+267
| +8% | +$23.4K | 0.1% | 60 |
|
|
2024
Q4 | $310K | Buy |
3,431
+102
| +3% | +$9.22K | 0.1% | 62 |
|
|
2024
Q3 | $225K | Buy |
+3,329
| New | +$225K | 0.08% | 65 |
|
|
2018
Q3 | – | Sell |
-297
| Closed | -$8K | – | 306 |
|
|
2018
Q2 | $8K | Buy |
+297
| New | +$8K | 0.01% | 134 |
|