Crown Wealth Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
6,778
+1,002
| +17% | +$98K | 0.25% | 50 |
|
|
2025
Q1 | $507K | Buy |
5,776
+368
| +7% | +$32.3K | 0.26% | 49 |
|
|
2024
Q4 | $489K | Buy |
5,408
+42
| +0.8% | +$3.79K | 0.2% | 60 |
|
|
2024
Q3 | $433K | Sell |
5,366
-57
| -1% | -$4.6K | 0.19% | 64 |
|
|
2024
Q2 | $367K | Sell |
5,423
-134
| -2% | -$9.07K | 0.18% | 63 |
|
|
2024
Q1 | $334K | Buy |
5,557
+328
| +6% | +$19.7K | 0.17% | 66 |
|
|
2023
Q4 | $275K | Sell |
5,229
-420
| -7% | -$22.1K | 0.17% | 67 |
|
|
2023
Q3 | $301K | Buy |
+5,649
| New | +$301K | 0.23% | 51 |
|