Everhart Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
36,276
+3,847
| +12% | +$376K | 0.41% | 35 |
|
|
2025
Q1 | $2.85M | Buy |
32,429
+855
| +3% | +$75.1K | 0.39% | 39 |
|
|
2024
Q4 | $2.85M | Buy |
31,574
+1,690
| +6% | +$153K | 0.59% | 36 |
|
|
2024
Q3 | $2.41M | Buy |
29,884
+3,693
| +14% | +$298K | 0.53% | 36 |
|
|
2024
Q2 | $1.77M | Buy |
26,191
+2,781
| +12% | +$188K | 0.46% | 40 |
|
|
2024
Q1 | $1.41M | Buy |
23,410
+2,602
| +13% | +$157K | 0.41% | 43 |
|
|
2023
Q4 | $1.09M | Buy |
20,808
+630
| +3% | +$33.1K | 0.39% | 53 |
|
|
2023
Q3 | $1.08M | Buy |
20,178
+597
| +3% | +$31.8K | 0.46% | 47 |
|
|
2023
Q2 | $1.03M | Buy |
19,581
+900
| +5% | +$47.2K | 0.42% | 50 |
|
|
2023
Q1 | $918K | Sell |
18,681
-66
| -0.4% | -$3.24K | 0.41% | 51 |
|
|
2022
Q4 | $886K | Buy |
18,747
+3,390
| +22% | +$160K | 0.45% | 46 |
|
|
2022
Q3 | $664K | Buy |
15,357
+5,391
| +54% | +$233K | 0.37% | 51 |
|
|
2022
Q2 | $404K | Sell |
9,966
-3,021
| -23% | -$122K | 0.25% | 94 |
|
|
2022
Q1 | $645K | Buy |
12,987
+3,522
| +37% | +$175K | 0.37% | 54 |
|
|
2021
Q4 | $456K | Sell |
9,465
-360
| -4% | -$17.3K | 0.28% | 65 |
|
|
2021
Q3 | $457K | Buy |
9,825
+1,005
| +11% | +$46.7K | 0.31% | 60 |
|
|
2021
Q2 | $414K | Buy |
8,820
+3,348
| +61% | +$157K | 0.28% | 61 |
|
|
2021
Q1 | $247K | Buy |
5,472
+261
| +5% | +$11.8K | 0.22% | 68 |
|
|
2020
Q4 | $251K | Buy |
+5,211
| New | +$251K | 0.23% | 63 |
|