ERn Financial LLC’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
4,049
-1,705
| -30% | -$167K | 0.08% | 108 |
|
|
2025
Q1 | $505K | Sell |
5,754
-560
| -9% | -$49.2K | 0.08% | 140 |
|
|
2024
Q4 | $570K | Sell |
6,314
-315
| -5% | -$28.5K | 0.09% | 134 |
|
|
2024
Q3 | $535K | Buy |
6,629
+29
| +0.4% | +$2.34K | 0.08% | 137 |
|
|
2024
Q2 | $447K | Buy |
6,600
+58
| +0.9% | +$3.93K | 0.07% | 143 |
|
|
2024
Q1 | $394K | Sell |
6,542
-121
| -2% | -$7.28K | 0.07% | 150 |
|
|
2023
Q4 | $363K | Buy |
6,663
+9
| +0.1% | +$490 | 0.07% | 148 |
|
|
2023
Q3 | $355K | Sell |
6,654
-792
| -11% | -$42.2K | 0.08% | 140 |
|
|
2023
Q2 | $390K | Buy |
7,446
+231
| +3% | +$12.1K | 0.08% | 138 |
|
|
2023
Q1 | $355K | Buy |
7,215
+123
| +2% | +$6.05K | 0.08% | 138 |
|
|
2022
Q4 | $335K | Buy |
7,092
+57
| +0.8% | +$2.69K | 0.08% | 142 |
|
|
2022
Q3 | $304K | Buy |
7,035
+1,056
| +18% | +$45.6K | 0.08% | 137 |
|
|
2022
Q2 | $242K | Sell |
5,979
-75
| -1% | -$3.04K | 0.06% | 148 |
|
|
2022
Q1 | $301K | Buy |
6,054
+363
| +6% | +$18K | 0.07% | 139 |
|
|
2021
Q4 | $275K | Hold |
5,691
| – | – | 0.06% | 130 |
|
|
2021
Q3 | $264K | Buy |
+5,691
| New | +$264K | 0.07% | 119 |
|