Evermay 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 | $565K | Sell |
5,775
-560
| -9% | -$54.8K | 0.07% | 119 |
|
|
2025
Q1 | $557K | Buy |
6,335
+3
| +0% | +$264 | 0.07% | 117 |
|
|
2024
Q4 | $573K | Hold |
6,332
| – | – | 0.09% | 118 |
|
|
2024
Q3 | $511K | Sell |
6,332
-240
| -4% | -$19.4K | 0.08% | 122 |
|
|
2024
Q2 | $445K | Buy |
6,572
+344
| +6% | +$23.3K | 0.07% | 135 |
|
|
2024
Q1 | $376K | Sell |
6,228
-33
| -0.5% | -$1.99K | 0.06% | 151 |
|
|
2023
Q4 | $330K | Buy |
6,261
+60
| +1% | +$3.16K | 0.06% | 137 |
|
|
2023
Q3 | $331K | Buy |
6,201
+9
| +0.1% | +$480 | 0.07% | 123 |
|
|
2023
Q2 | $324K | Buy |
6,192
+135
| +2% | +$7.07K | 0.06% | 130 |
|
|
2023
Q1 | $299K | Buy |
6,057
+60
| +1% | +$2.96K | 0.06% | 136 |
|
|
2022
Q4 | $284K | Buy |
5,997
+246
| +4% | +$11.7K | 0.06% | 140 |
|
|
2022
Q3 | $249K | Buy |
5,751
+900
| +19% | +$39K | 0.05% | 145 |
|
|
2022
Q2 | $197K | Sell |
4,851
-1,119
| -19% | -$45.4K | 0.04% | 160 |
|
|
2022
Q1 | $296K | Sell |
5,970
-90
| -1% | -$4.46K | 0.05% | 155 |
|
|
2021
Q4 | $292K | Buy |
6,060
+1,005
| +20% | +$48.4K | 0.05% | 140 |
|
|
2021
Q3 | $235K | Sell |
5,055
-10,539
| -68% | -$490K | 0.05% | 147 |
|
|
2021
Q2 | $733K | Sell |
15,594
-150
| -1% | -$7.05K | 0.14% | 66 |
|
|
2021
Q1 | $713K | Buy |
15,744
+321
| +2% | +$14.5K | 0.14% | 65 |
|
|
2020
Q4 | $741K | Buy |
15,423
+354
| +2% | +$17K | 0.16% | 63 |
|
|
2020
Q3 | $703K | Hold |
15,069
| – | – | 0.17% | 63 |
|
|
2020
Q2 | $602K | Buy |
+15,069
| New | +$602K | 0.16% | 67 |
|