Essential Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Hold |
8,848
| – | – | 0.32% | 34 |
|
|
2025
Q1 | $777K | Sell |
8,848
-565,898
| -98% | -$49.7M | 0.31% | 35 |
|
|
2024
Q4 | $49.8M | Buy |
574,746
+566,085
| +6,536% | +$49.1M | 0.32% | 27 |
|
|
2024
Q3 | $699K | Hold |
8,661
| – | – | 0.29% | 33 |
|
|
2024
Q2 | $586K | Buy |
8,661
+5,774
| +200% | +$391K | 0.26% | 38 |
|
|
2024
Q1 | $455K | Sell |
2,887
-5,774
| -67% | -$910K | 0.23% | 41 |
|
|
2023
Q4 | $455K | Hold |
8,661
| – | – | 0.23% | 41 |
|
|
2023
Q3 | $462K | Hold |
8,661
| – | – | 0.26% | 36 |
|
|
2023
Q2 | $454K | Hold |
8,661
| – | – | 0.26% | 30 |
|
|
2023
Q1 | $426K | Sell |
8,661
-117
| -1% | -$5.75K | 0.26% | 32 |
|
|
2022
Q4 | $380K | Hold |
8,778
| – | – | 0.29% | 29 |
|
|
2022
Q3 | $380K | Buy |
+8,778
| New | +$380K | 2.19% | 9 |
|