Creative Financial Designs’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
7,054
-528
| -7% | -$51.6K | 0.05% | 271 |
|
|
2025
Q1 | $666K | Buy |
7,582
+725
| +11% | +$63.6K | 0.05% | 246 |
|
|
2024
Q4 | $619K | Sell |
6,857
-130
| -2% | -$11.7K | 0.05% | 258 |
|
|
2024
Q3 | $564K | Buy |
6,987
+137
| +2% | +$11.1K | 0.05% | 269 |
|
|
2024
Q2 | $464K | Buy |
6,850
+3,816
| +126% | +$258K | 0.04% | 287 |
|
|
2024
Q1 | $183K | Buy |
3,034
+322
| +12% | +$19.4K | 0.02% | 437 |
|
|
2023
Q4 | $143K | Buy |
2,712
+312
| +13% | +$16.4K | 0.01% | 461 |
|
|
2023
Q3 | $128K | Sell |
2,400
-24
| -1% | -$1.28K | 0.01% | 451 |
|
|
2023
Q2 | $127K | Sell |
2,424
-3,594
| -60% | -$188K | 0.01% | 434 |
|
|
2023
Q1 | $296K | Sell |
6,018
-2,784
| -32% | -$137K | 0.04% | 275 |
|
|
2022
Q4 | $416K | Sell |
8,802
-675
| -7% | -$31.9K | 0.06% | 223 |
|
|
2022
Q3 | $410K | Buy |
9,477
+15
| +0.2% | +$649 | 0.07% | 203 |
|
|
2022
Q2 | $383K | Buy |
9,462
+1,029
| +12% | +$41.7K | 0.06% | 212 |
|
|
2022
Q1 | $419K | Sell |
8,433
-1,281
| -13% | -$63.6K | 0.06% | 211 |
|
|
2021
Q4 | $468K | Buy |
9,714
+726
| +8% | +$35K | 0.07% | 198 |
|
|
2021
Q3 | $418K | Sell |
8,988
-2,508
| -22% | -$117K | 0.07% | 205 |
|
|
2021
Q2 | $540K | Buy |
11,496
+1,458
| +15% | +$68.5K | 0.09% | 168 |
|
|
2021
Q1 | $454K | Buy |
10,038
+2,121
| +27% | +$95.9K | 0.09% | 177 |
|
|
2020
Q4 | $380K | Buy |
7,917
+480
| +6% | +$23K | 0.08% | 180 |
|
|
2020
Q3 | $347K | Buy |
7,437
+4,689
| +171% | +$219K | 0.09% | 177 |
|
|
2020
Q2 | $110K | Buy |
2,748
+882
| +47% | +$35.3K | 0.03% | 273 |
|
|
2020
Q1 | $71K | Sell |
1,866
-309
| -14% | -$11.8K | 0.04% | 203 |
|
|
2019
Q4 | $86K | Sell |
2,175
-300
| -12% | -$11.9K | 0.04% | 205 |
|
|
2019
Q3 | $96K | Buy |
2,475
+1,812
| +273% | +$70.3K | 0.05% | 183 |
|
|
2019
Q2 | $25K | Sell |
663
-15
| -2% | -$566 | 0.01% | 300 |
|
|
2019
Q1 | $22K | Buy |
678
+342
| +102% | +$11.1K | 0.01% | 300 |
|
|
2018
Q4 | $10K | Buy |
336
+156
| +87% | +$4.64K | 0.01% | 369 |
|
|
2018
Q3 | $6K | Sell |
180
-2,073
| -92% | -$69.1K | ﹤0.01% | 516 |
|
|
2018
Q2 | $64K | Buy |
2,253
+903
| +67% | +$25.7K | 0.04% | 214 |
|
|
2018
Q1 | $40K | Sell |
1,350
-396
| -23% | -$11.7K | 0.03% | 245 |
|
|
2017
Q4 | $56K | Hold |
1,746
| – | – | 0.04% | 211 |
|
|
2017
Q3 | $45K | Buy |
1,746
+3
| +0.2% | +$77 | 0.03% | 250 |
|
|
2017
Q2 | $44K | Buy |
1,743
+9
| +0.5% | +$227 | 0.03% | 246 |
|
|
2017
Q1 | $40K | Sell |
1,734
-114
| -6% | -$2.63K | 0.03% | 253 |
|
|
2016
Q4 | $41K | Buy |
+1,848
| New | +$41K | 0.03% | 244 |
|