EPG 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 | $1.22M | Sell |
12,450
-828
| -6% | -$81K | 0.37% | 83 |
|
|
2025
Q1 | $1.17M | Buy |
13,278
+6,528
| +97% | +$573K | 0.32% | 90 |
|
|
2024
Q4 | $610K | Sell |
6,750
-160
| -2% | -$14.5K | 0.16% | 145 |
|
|
2024
Q3 | $558K | Buy |
+6,910
| New | +$558K | 0.14% | 156 |
|
|
2024
Q2 | – | Sell |
-7,134
| Closed | -$429K | – | 169 |
|
|
2024
Q1 | $429K | Sell |
7,134
-198
| -3% | -$11.9K | 0.11% | 183 |
|
|
2023
Q4 | $413K | Buy |
7,332
+288
| +4% | +$16.2K | 0.11% | 175 |
|
|
2023
Q3 | $375K | Buy |
7,044
+1,536
| +28% | +$81.9K | 0.11% | 174 |
|
|
2023
Q2 | $289K | Sell |
5,508
-135
| -2% | -$7.07K | 0.09% | 194 |
|
|
2023
Q1 | $277K | Buy |
5,643
+39
| +0.7% | +$1.92K | 0.09% | 192 |
|
|
2022
Q4 | $265K | Sell |
5,604
-807
| -13% | -$38.1K | 0.1% | 172 |
|
|
2022
Q3 | $277K | Buy |
6,411
+99
| +2% | +$4.28K | 0.11% | 164 |
|
|
2022
Q2 | $256K | Sell |
6,312
-294
| -4% | -$11.9K | 0.11% | 175 |
|
|
2022
Q1 | $328K | Sell |
6,606
-78
| -1% | -$3.87K | 0.11% | 162 |
|
|
2021
Q4 | $322K | Buy |
6,684
+642
| +11% | +$30.9K | 0.11% | 163 |
|
|
2021
Q3 | $281K | Buy |
6,042
+1,287
| +27% | +$59.9K | 0.11% | 163 |
|
|
2021
Q2 | $224K | Buy |
4,755
+24
| +0.5% | +$1.13K | 0.1% | 190 |
|
|
2021
Q1 | $214K | Buy |
4,731
+12
| +0.3% | +$543 | 0.1% | 178 |
|
|
2020
Q4 | $227K | Hold |
4,719
| – | – | 0.14% | 136 |
|
|
2020
Q3 | $220K | Sell |
4,719
-2,088
| -31% | -$97.3K | 0.16% | 116 |
|
|
2020
Q2 | $272K | Sell |
6,807
-1,122
| -14% | -$44.8K | 0.19% | 112 |
|
|
2020
Q1 | $300K | Buy |
7,929
+783
| +11% | +$29.6K | 0.22% | 90 |
|
|
2019
Q4 | $283K | Buy |
+7,146
| New | +$283K | 0.21% | 81 |
|