Element Wealth’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
14,774
+7,907
+115% +$773K 0.66% 33
2025
Q1
$603K Sell
6,867
-603
-8% -$52.9K 0.32% 68
2024
Q4
$675K Buy
7,470
+36
+0.5% +$3.25K 0.35% 63
2024
Q3
$600K Sell
7,434
-73
-1% -$5.9K 0.32% 61
2024
Q2
$508K Sell
7,507
-246
-3% -$16.7K 0.29% 67
2024
Q1
$467K Buy
7,753
+13
+0.2% +$782 0.27% 70
2023
Q4
$407K Sell
7,740
-105
-1% -$5.52K 0.25% 71
2023
Q3
$418K Sell
7,845
-81
-1% -$4.32K 0.3% 61
2023
Q2
$415K Buy
7,926
+2,583
+48% +$135K 0.29% 64
2023
Q1
$263K Sell
5,343
-378
-7% -$18.6K 0.2% 94
2022
Q4
$270K Sell
5,721
-339
-6% -$16K 0.22% 88
2022
Q3
$262K Buy
6,060
+60
+1% +$2.59K 0.24% 75
2022
Q2
$243K Buy
6,000
+30
+0.5% +$1.22K 0.24% 86
2022
Q1
$296K Buy
5,970
+216
+4% +$10.7K 0.24% 82
2021
Q4
$278K Hold
5,754
0.21% 84
2021
Q3
$267K Sell
5,754
-3
-0.1% -$139 0.21% 80
2021
Q2
$271K Buy
5,757
+189
+3% +$8.9K 0.21% 79
2021
Q1
$252K Sell
5,568
-141
-2% -$6.38K 0.21% 79
2020
Q4
$274K Buy
5,709
+30
+0.5% +$1.44K 0.25% 73
2020
Q3
$265K Sell
5,679
-462
-8% -$21.6K 0.28% 68
2020
Q2
$245K Buy
6,141
+777
+14% +$31K 0.28% 64
2020
Q1
$203K Sell
5,364
-507
-9% -$19.2K 0.28% 66
2019
Q4
$233K Buy
+5,871
New +$233K 0.24% 63