Darwin Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
15,827
-4,192
| -21% | -$410K | 0.54% | 54 |
|
|
2025
Q1 | $1.81M | Hold |
20,019
| – | – | 0.61% | 50 |
|
|
2024
Q4 | $1.81M | Sell |
20,019
-13,914
| -41% | -$1.26M | 0.61% | 50 |
|
|
2024
Q3 | $2.74M | Buy |
+33,933
| New | +$2.74M | 0.75% | 41 |
|
|
2024
Q2 | – | Sell |
-38,868
| Closed | -$2.34M | – | 145 |
|
|
2024
Q1 | $2.34M | Sell |
38,868
-5,667
| -13% | -$341K | 0.65% | 46 |
|
|
2023
Q4 | $2.34M | Buy |
+44,535
| New | +$2.34M | 0.63% | 50 |
|
|
2023
Q2 | – | Sell |
-4,302
| Closed | -$214K | – | 170 |
|
|
2023
Q1 | $214K | Buy |
4,302
+3
| +0.1% | +$149 | 0.06% | 148 |
|
|
2022
Q4 | $208K | Buy |
+4,299
| New | +$208K | 0.05% | 162 |
|
|
2022
Q3 | – | Sell |
-5,409
| Closed | -$239K | – | 162 |
|
|
2022
Q2 | $239K | Sell |
5,409
-594
| -10% | -$26.2K | 0.05% | 150 |
|
|
2022
Q1 | $298K | Sell |
6,003
-16,698
| -74% | -$829K | 0.05% | 145 |
|
|
2021
Q4 | $1.07M | Buy |
22,701
+15,465
| +214% | +$728K | 0.17% | 88 |
|
|
2021
Q3 | $336K | Sell |
7,236
-162
| -2% | -$7.52K | 0.05% | 134 |
|
|
2021
Q2 | $348K | Buy |
7,398
+843
| +13% | +$39.7K | 0.06% | 136 |
|
|
2021
Q1 | $296K | Buy |
6,555
+975
| +17% | +$44K | 0.05% | 137 |
|
|
2020
Q4 | $268K | Buy |
5,580
+57
| +1% | +$2.74K | 0.05% | 144 |
|
|
2020
Q3 | $257K | Sell |
5,523
-402
| -7% | -$18.7K | 0.06% | 134 |
|
|
2020
Q2 | $236K | Sell |
5,925
-76,374
| -93% | -$3.04M | 0.06% | 137 |
|
|
2020
Q1 | $3.12M | Buy |
82,299
+4,008
| +5% | +$152K | 0.99% | 31 |
|
|
2019
Q4 | $3.1M | Sell |
78,291
-2,469
| -3% | -$97.8K | 0.83% | 42 |
|
|
2019
Q3 | $3.2M | Buy |
80,760
+4,902
| +6% | +$194K | 0.95% | 37 |
|
|
2019
Q2 | $2.79M | Buy |
+75,858
| New | +$2.79M | 0.86% | 43 |
|
|
2018
Q1 | – | Sell |
-8,067
| Closed | -$266K | – | 156 |
|
|
2017
Q4 | $266K | Buy |
+8,067
| New | +$266K | 0.11% | 134 |
|