Delap Wealth Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
15,174
-244
| -2% | -$23.9K | 0.71% | 27 |
|
|
2025
Q1 | $1.35M | Sell |
15,418
-1,555
| -9% | -$137K | 0.75% | 27 |
|
|
2024
Q4 | $1.53M | Buy |
16,973
+939
| +6% | +$84.8K | 0.92% | 27 |
|
|
2024
Q3 | $1.29M | Sell |
16,034
-1,764
| -10% | -$142K | 0.82% | 26 |
|
|
2024
Q2 | $1.21M | Sell |
17,798
-19,262
| -52% | -$1.3M | 0.55% | 27 |
|
|
2024
Q1 | $2.23M | Sell |
37,060
-9,824
| -21% | -$591K | 0.9% | 24 |
|
|
2023
Q4 | $2.46M | Buy |
46,884
+19,860
| +73% | +$1.04M | 1.12% | 22 |
|
|
2023
Q3 | $1.44M | Buy |
+27,024
| New | +$1.44M | 1.39% | 17 |
|
|
2023
Q1 | – | Sell |
-7,023
| Closed | -$332K | – | 73 |
|
|
2022
Q4 | $332K | Buy |
+7,023
| New | +$332K | 0.35% | 48 |
|