CVA Family Office’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
29,184
+357
| +1% | +$34.9K | 0.4% | 51 |
|
|
2025
Q1 | $2.53M | Buy |
28,827
+628
| +2% | +$55.1K | 0.39% | 53 |
|
|
2024
Q4 | $2.55M | Buy |
28,199
+855
| +3% | +$77.2K | 0.4% | 53 |
|
|
2024
Q3 | $2.21M | Sell |
27,344
-535
| -2% | -$43.2K | 0.36% | 54 |
|
|
2024
Q2 | $1.89M | Buy |
27,879
+638
| +2% | +$43.2K | 0.34% | 53 |
|
|
2024
Q1 | $1.64M | Buy |
27,241
+31
| +0.1% | +$1.87K | 0.29% | 61 |
|
|
2023
Q4 | $1.43M | Sell |
27,210
-447
| -2% | -$23.5K | 0.28% | 56 |
|
|
2023
Q3 | $1.47M | Buy |
27,657
+1,161
| +4% | +$61.9K | 0.34% | 55 |
|
|
2023
Q2 | $1.39M | Buy |
26,496
+660
| +3% | +$34.6K | 0.29% | 60 |
|
|
2023
Q1 | $1.27M | Buy |
25,836
+12
| +0% | +$590 | 0.28% | 59 |
|
|
2022
Q4 | $1.22M | Buy |
25,824
+414
| +2% | +$19.6K | 0.3% | 57 |
|
|
2022
Q3 | $1.1M | Buy |
25,410
+618
| +2% | +$26.7K | 0.3% | 61 |
|
|
2022
Q2 | $1.01M | Sell |
24,792
-249
| -1% | -$10.1K | 0.27% | 60 |
|
|
2022
Q1 | $1.24M | Buy |
25,041
+828
| +3% | +$41.1K | 0.3% | 56 |
|
|
2021
Q4 | $1.17M | Buy |
24,213
+7,062
| +41% | +$341K | 0.29% | 55 |
|
|
2021
Q3 | $800K | Sell |
17,151
-6,549
| -28% | -$305K | 0.58% | 37 |
|
|
2021
Q2 | $1.11M | Buy |
23,700
+2,271
| +11% | +$107K | 0.32% | 53 |
|
|
2021
Q1 | $970K | Buy |
21,429
+4,278
| +25% | +$194K | 0.37% | 46 |
|
|
2020
Q4 | $824K | Hold |
17,151
| – | – | 0.51% | 40 |
|
|
2020
Q3 | $800K | Buy |
17,151
+888
| +5% | +$41.4K | 0.58% | 37 |
|
|
2020
Q2 | $649K | Buy |
16,263
+513
| +3% | +$20.5K | 0.53% | 38 |
|
|
2020
Q1 | $597K | Buy |
15,750
+174
| +1% | +$6.6K | 0.61% | 38 |
|
|
2019
Q4 | $617K | Buy |
+15,576
| New | +$617K | 0.57% | 37 |
|