Disciplined Investments’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
31,277
+231
| +0.7% | +$22.6K | 1.29% | 26 |
|
|
2025
Q1 | $2.73M | Buy |
31,046
+11,096
| +56% | +$974K | 1.25% | 27 |
|
|
2024
Q4 | $1.8M | Sell |
19,950
-3,478
| -15% | -$314K | 0.89% | 34 |
|
|
2024
Q3 | $1.89M | Buy |
23,428
+348
| +2% | +$28.1K | 0.93% | 34 |
|
|
2024
Q2 | $1.56M | Buy |
23,080
+75
| +0.3% | +$5.08K | 0.83% | 38 |
|
|
2024
Q1 | $1.38M | Buy |
23,005
+184
| +0.8% | +$11.1K | 0.76% | 42 |
|
|
2023
Q4 | $1.2M | Sell |
22,821
-585
| -2% | -$30.7K | 0.7% | 45 |
|
|
2023
Q3 | $1.25M | Sell |
23,406
-78
| -0.3% | -$4.16K | 0.76% | 44 |
|
|
2023
Q2 | $1.23M | Buy |
23,484
+516
| +2% | +$27K | 0.66% | 44 |
|
|
2023
Q1 | $1.13M | Buy |
22,968
+14,949
| +186% | +$735K | 0.48% | 60 |
|
|
2022
Q4 | $379K | Sell |
8,019
-15,087
| -65% | -$713K | 0.19% | 91 |
|
|
2022
Q3 | $999K | Sell |
23,106
-399
| -2% | -$17.3K | 0.46% | 57 |
|
|
2022
Q2 | $953K | Buy |
23,505
+696
| +3% | +$28.2K | 0.43% | 60 |
|
|
2022
Q1 | $1.13M | Buy |
22,809
+975
| +4% | +$48.4K | 0.47% | 56 |
|
|
2021
Q4 | $1.05M | Hold |
21,834
| – | – | 0.46% | 54 |
|
|
2021
Q3 | $1.01M | Buy |
21,834
+498
| +2% | +$23.1K | 0.49% | 51 |
|
|
2021
Q2 | $1M | Sell |
21,336
-1,488
| -7% | -$70K | 0.52% | 51 |
|
|
2021
Q1 | $1.03M | Buy |
22,824
+16,494
| +261% | +$747K | 0.61% | 47 |
|
|
2020
Q4 | $304K | Sell |
6,330
-15,117
| -70% | -$726K | 0.2% | 79 |
|
|
2020
Q3 | $1M | Sell |
21,447
-600
| -3% | -$28K | 0.74% | 38 |
|
|
2020
Q2 | $880K | Sell |
22,047
-351
| -2% | -$14K | 0.68% | 45 |
|
|
2020
Q1 | $848K | Sell |
22,398
-1,479
| -6% | -$56K | 0.81% | 40 |
|
|
2019
Q4 | $946K | Buy |
+23,877
| New | +$946K | 0.8% | 34 |
|