Demars Financial 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 | $379K | Sell |
3,871
-304,290
| -99% | -$29.8M | 0.15% | 64 |
|
2025
Q1 | $3.51M | Sell |
308,161
-8,986
| -3% | -$102K | 0.1% | 52 |
|
2024
Q4 | $3.51M | Buy |
317,147
+313,637
| +8,936% | +$3.47M | 0.11% | 51 |
|
2024
Q3 | $283K | Buy |
3,510
+18
| +0.5% | +$1.45K | 0.13% | 61 |
|
2024
Q2 | $236K | Sell |
3,492
-224
| -6% | -$15.2K | 0.11% | 63 |
|
2024
Q1 | $224K | Sell |
3,716
-3,292
| -47% | -$198K | 0.11% | 64 |
|
2023
Q4 | $368K | Hold |
7,008
| – | – | 0.2% | 50 |
|
2023
Q3 | $374K | Sell |
7,008
-84
| -1% | -$4.48K | 0.21% | 61 |
|
2023
Q2 | $372K | Sell |
7,092
-168
| -2% | -$8.8K | 0.21% | 59 |
|
2023
Q1 | $357K | Hold |
7,260
| – | – | 0.2% | 59 |
|
2022
Q4 | $343K | Sell |
7,260
-99
| -1% | -$4.68K | 0.19% | 57 |
|
2022
Q3 | $318K | Hold |
7,359
| – | – | 0.19% | 57 |
|
2022
Q2 | $298K | Buy |
7,359
+27
| +0.4% | +$1.09K | 0.17% | 66 |
|
2022
Q1 | $364K | Buy |
7,332
+12
| +0.2% | +$596 | 0.18% | 64 |
|
2021
Q4 | $353K | Buy |
7,320
+225
| +3% | +$10.9K | 0.19% | 68 |
|
2021
Q3 | $330K | Sell |
7,095
-22,044
| -76% | -$1.03M | 0.19% | 70 |
|
2021
Q2 | $1.37M | Buy |
29,139
+198
| +0.7% | +$9.31K | 0.82% | 32 |
|
2021
Q1 | $1.31M | Buy |
28,941
+1,626
| +6% | +$73.6K | 0.88% | 32 |
|
2020
Q4 | $1.31M | Buy |
27,315
+876
| +3% | +$42.1K | 0.93% | 30 |
|
2020
Q3 | $1.23M | Buy |
26,439
+282
| +1% | +$13.2K | 0.94% | 31 |
|
2020
Q2 | $1.04M | Buy |
26,157
+6,585
| +34% | +$263K | 0.87% | 32 |
|
2020
Q1 | $741K | Sell |
19,572
-159
| -0.8% | -$6.02K | 0.77% | 29 |
|
2019
Q4 | $782K | Buy |
+19,731
| New | +$782K | 0.71% | 30 |
|