Creative Planning’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205M | Buy |
2,099,675
+76,190
| +4% | +$7.45M | 0.18% | 63 |
|
|
2025
Q1 | $178M | Buy |
2,023,485
+133,172
| +7% | +$11.7M | 0.17% | 66 |
|
|
2024
Q4 | $171M | Buy |
1,890,313
+89,570
| +5% | +$8.09M | 0.17% | 67 |
|
|
2024
Q3 | $143M | Buy |
1,800,743
+83,376
| +5% | +$6.62M | 0.14% | 71 |
|
|
2024
Q2 | $116M | Buy |
1,717,367
+76,774
| +5% | +$5.2M | 0.12% | 77 |
|
|
2024
Q1 | $98.7M | Buy |
1,640,593
+1,118,097
| +214% | +$67.3M | 0.11% | 83 |
|
|
2023
Q4 | $82.4M | Buy |
522,496
+27,535
| +6% | +$4.34M | 0.15% | 88 |
|
|
2023
Q3 | $79.2M | Buy |
494,961
+28,254
| +6% | +$4.52M | 0.11% | 92 |
|
|
2023
Q2 | $73.4M | Buy |
466,707
+28,678
| +7% | +$4.51M | 0.1% | 91 |
|
|
2023
Q1 | $64.6M | Sell |
438,029
-44,877
| -9% | -$6.62M | 0.09% | 97 |
|
|
2022
Q4 | $68.5M | Buy |
482,906
+44,303
| +10% | +$6.28M | 0.1% | 97 |
|
|
2022
Q3 | $56.9M | Sell |
438,603
-13,488
| -3% | -$1.75M | 0.1% | 92 |
|
|
2022
Q2 | $55M | Buy |
452,091
+74,451
| +20% | +$9.05M | 0.09% | 98 |
|
|
2022
Q1 | $56.2M | Buy |
377,640
+21,272
| +6% | +$3.17M | 0.09% | 101 |
|
|
2021
Q4 | $51.6M | Sell |
356,368
-5,110
| -1% | -$739K | 0.08% | 94 |
|
|
2021
Q3 | $50.4M | Buy |
361,478
+28,829
| +9% | +$4.02M | 0.09% | 93 |
|
|
2021
Q2 | $46.9M | Sell |
332,649
-35,563
| -10% | -$5.02M | 0.08% | 94 |
|
|
2021
Q1 | $50M | Sell |
368,212
-27,042
| -7% | -$3.67M | 0.1% | 86 |
|
|
2020
Q4 | $57M | Buy |
395,254
+68,368
| +21% | +$9.86M | 0.13% | 71 |
|
|
2020
Q3 | $45.7M | Buy |
326,886
+17,132
| +6% | +$2.4M | 0.12% | 75 |
|
|
2020
Q2 | $37.1M | Buy |
309,754
+15,498
| +5% | +$1.86M | 0.11% | 79 |
|
|
2020
Q1 | $33.4M | Buy |
294,256
+3,072
| +1% | +$349K | 0.12% | 72 |
|
|
2019
Q4 | $34.6M | Buy |
291,184
+5,634
| +2% | +$670K | 0.1% | 85 |
|
|
2019
Q3 | $33.9M | Buy |
285,550
+4,404
| +2% | +$523K | 0.11% | 80 |
|
|
2019
Q2 | $31.1M | Sell |
281,146
-4,719
| -2% | -$521K | 0.1% | 84 |
|
|
2019
Q1 | $27.9M | Buy |
285,865
+13,102
| +5% | +$1.28M | 0.1% | 83 |
|
|
2018
Q4 | $25.4M | Sell |
272,763
-7,380
| -3% | -$687K | 0.1% | 78 |
|
|
2018
Q3 | $26.3M | Buy |
280,143
+22,235
| +9% | +$2.09M | 0.1% | 85 |
|
|
2018
Q2 | $22.1M | Sell |
257,908
-5,429
| -2% | -$465K | 0.09% | 88 |
|
|
2018
Q1 | $23.4M | Buy |
263,337
+23,312
| +10% | +$2.07M | 0.1% | 83 |
|
|
2017
Q4 | $23.7M | Buy |
240,025
+21,390
| +10% | +$2.11M | 0.1% | 83 |
|
|
2017
Q3 | $17.1M | Buy |
218,635
+14,064
| +7% | +$1.1M | 0.08% | 105 |
|
|
2017
Q2 | $15.5M | Sell |
204,571
-2,242
| -1% | -$170K | 0.08% | 105 |
|
|
2017
Q1 | $14.9M | Sell |
206,813
-14,385
| -7% | -$1.04M | 0.08% | 99 |
|
|
2016
Q4 | $15.3M | Buy |
221,198
+20,473
| +10% | +$1.42M | 0.09% | 97 |
|
|
2016
Q3 | $14.5M | Buy |
200,725
+2,718
| +1% | +$196K | 0.09% | 98 |
|
|
2016
Q2 | $14.5M | Buy |
198,007
+2,833
| +1% | +$207K | 0.1% | 88 |
|
|
2016
Q1 | $13.4M | Sell |
195,174
-4,804
| -2% | -$329K | 0.1% | 86 |
|
|
2015
Q4 | $12.3M | Buy |
199,978
+15,692
| +9% | +$962K | 0.1% | 91 |
|
|
2015
Q3 | $11.9M | Sell |
184,286
-18,884
| -9% | -$1.22M | 0.11% | 88 |
|
|
2015
Q2 | $14.4M | Buy |
203,170
+24,717
| +14% | +$1.75M | 0.13% | 77 |
|
|
2015
Q1 | $14.7M | Buy |
178,453
+11,304
| +7% | +$930K | 0.14% | 71 |
|
|
2014
Q4 | $14.4M | Buy |
167,149
+8,451
| +5% | +$726K | 0.15% | 69 |
|
|
2014
Q3 | $12.1M | Buy |
158,698
+9,826
| +7% | +$751K | 0.14% | 75 |
|
|
2014
Q2 | $11.2M | Sell |
148,872
-12,381
| -8% | -$929K | 0.14% | 73 |
|
|
2014
Q1 | $12.3M | Buy |
161,253
+14,478
| +10% | +$1.11M | 0.19% | 58 |
|
|
2013
Q4 | $11.6M | Buy |
146,775
+27,967
| +24% | +$2.2M | 0.2% | 59 |
|
|
2013
Q3 | $8.79M | Buy |
118,808
+29,623
| +33% | +$2.19M | 0.17% | 61 |
|
|
2013
Q2 | $6.64M | Buy |
+89,185
| New | +$6.64M | 0.15% | 64 |
|