Crescent Sterling’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
16,038
-737
-4% -$72.1K 1.75% 17
2025
Q1
$1.47M Buy
16,775
+5,434
+48% +$477K 1.51% 20
2024
Q4
$1.02M Buy
11,341
+323
+3% +$29.2K 1.05% 29
2024
Q3
$890K Sell
11,018
-385
-3% -$31.1K 0.85% 36
2024
Q2
$772K Sell
11,403
-1,347
-11% -$91.2K 0.74% 41
2024
Q1
$767K Buy
12,750
+15
+0.1% +$903 0.7% 42
2023
Q4
$669K Buy
12,735
+681
+6% +$35.8K 0.67% 41
2023
Q3
$643K Buy
12,054
+72
+0.6% +$3.84K 0.68% 40
2023
Q2
$628K Buy
11,982
+1,206
+11% +$63.2K 0.6% 43
2023
Q1
$530K Buy
10,776
+384
+4% +$18.9K 0.51% 49
2022
Q4
$491K Buy
+10,392
New +$491K 0.53% 47