CreativeOne Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.89M | Buy |
90,969
+2,247
| +3% | +$220K | 0.23% | 80 |
|
|
2025
Q1 | $7.79M | Buy |
88,722
+2,347
| +3% | +$206K | 0.23% | 86 |
|
|
2024
Q4 | $7.8M | Buy |
86,375
+14,817
| +21% | +$1.34M | 0.24% | 82 |
|
|
2024
Q3 | $5.78M | Buy |
71,558
+15,538
| +28% | +$1.25M | 0.2% | 104 |
|
|
2024
Q2 | $3.79M | Sell |
56,020
-2,765
| -5% | -$187K | 0.19% | 111 |
|
|
2024
Q1 | $3.54M | Buy |
58,785
+17,574
| +43% | +$1.06M | 0.14% | 136 |
|
|
2023
Q4 | $2.17M | Buy |
41,211
+2,946
| +8% | +$155K | 0.14% | 148 |
|
|
2023
Q3 | $2.04M | Sell |
38,265
-51,267
| -57% | -$2.73M | 0.15% | 138 |
|
|
2023
Q2 | $4.69M | Sell |
89,532
-22,617
| -20% | -$1.19M | 0.22% | 85 |
|
|
2023
Q1 | $5.51M | Buy |
112,149
+14,316
| +15% | +$704K | 0.27% | 71 |
|
|
2022
Q4 | $4.62M | Sell |
97,833
-7,143
| -7% | -$338K | 0.25% | 83 |
|
|
2022
Q3 | $4.54M | Buy |
104,976
+20,277
| +24% | +$877K | 0.27% | 77 |
|
|
2022
Q2 | $3.43M | Buy |
84,699
+39,681
| +88% | +$1.61M | 0.19% | 88 |
|
|
2022
Q1 | $2.24M | Buy |
45,018
+426
| +1% | +$21.2K | 0.12% | 144 |
|
|
2021
Q4 | $2.15M | Sell |
44,592
-3,894
| -8% | -$188K | 0.11% | 173 |
|
|
2021
Q3 | $2.25M | Buy |
48,486
+138
| +0.3% | +$6.41K | 0.13% | 137 |
|
|
2021
Q2 | $2.27M | Buy |
48,348
+1,917
| +4% | +$90.1K | 0.14% | 137 |
|
|
2021
Q1 | $2.1M | Sell |
46,431
-2,313
| -5% | -$105K | 0.16% | 114 |
|
|
2020
Q4 | $2.34M | Buy |
48,744
+42,669
| +702% | +$2.05M | 0.19% | 90 |
|
|
2020
Q3 | $283K | Buy |
6,075
+471
| +8% | +$21.9K | 0.04% | 218 |
|
|
2020
Q2 | $224K | Sell |
5,604
-189
| -3% | -$7.56K | 0.03% | 224 |
|
|
2020
Q1 | $220K | Sell |
5,793
-468
| -7% | -$17.8K | 0.04% | 184 |
|
|
2019
Q4 | $248K | Sell |
6,261
-465
| -7% | -$18.4K | 0.04% | 189 |
|
|
2019
Q3 | $266K | Buy |
6,726
+588
| +10% | +$23.3K | 0.05% | 147 |
|
|
2019
Q2 | $226K | Buy |
+6,138
| New | +$226K | 0.05% | 160 |
|