Creative Capital Management Investments’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
2,643
+183
| +7% | +$17.9K | 0.09% | 42 |
|
|
2025
Q1 | $216K | Hold |
2,460
| – | – | 0.08% | 45 |
|
|
2024
Q4 | $222K | Hold |
2,460
| – | – | 0.09% | 45 |
|
|
2024
Q3 | $199K | Hold |
2,460
| – | – | 0.08% | 49 |
|
|
2024
Q2 | $167K | Hold |
2,460
| – | – | 0.08% | 45 |
|
|
2024
Q1 | $148K | Sell |
2,460
-63
| -2% | -$3.79K | 0.08% | 47 |
|
|
2023
Q4 | $133K | Hold |
2,523
| – | – | 0.08% | 49 |
|
|
2023
Q3 | $135K | Hold |
2,523
| – | – | 0.09% | 47 |
|
|
2023
Q2 | $132K | Sell |
2,523
-924
| -27% | -$48.4K | 0.1% | 49 |
|
|
2023
Q1 | $169K | Buy |
3,447
+987
| +40% | +$48.5K | 0.12% | 53 |
|
|
2022
Q4 | $116K | Buy |
+2,460
| New | +$116K | 0.1% | 51 |
|