Evoke Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
29,121
+5,401
| +23% | +$528K | 0.07% | 109 |
|
|
2025
Q1 | $2.09M | Buy |
23,720
+1,028
| +5% | +$90.5K | 0.05% | 131 |
|
|
2024
Q4 | $2.05M | Buy |
22,692
+2,267
| +11% | +$205K | 0.06% | 125 |
|
|
2024
Q3 | $1.65M | Buy |
+20,425
| New | +$1.65M | 0.04% | 137 |
|
|
2024
Q2 | – | Sell |
-17,266
| Closed | -$1.04M | – | 400 |
|
|
2024
Q1 | $1.04M | Buy |
+17,266
| New | +$1.04M | 0.03% | 175 |
|
|
2023
Q4 | – | Sell |
-15,522
| Closed | -$827K | – | 372 |
|
|
2023
Q3 | $827K | Buy |
15,522
+1,614
| +12% | +$86K | 0.03% | 192 |
|
|
2023
Q2 | $729K | Buy |
13,908
+420
| +3% | +$22K | 0.03% | 186 |
|
|
2023
Q1 | $665K | Buy |
13,488
+1,029
| +8% | +$50.8K | 0.02% | 188 |
|
|
2022
Q4 | $591K | Buy |
12,459
+300
| +2% | +$14.2K | 0.02% | 206 |
|
|
2022
Q3 | $526K | Sell |
12,159
-15
| -0.1% | -$649 | 0.02% | 207 |
|
|
2022
Q2 | $493K | Sell |
12,174
-822
| -6% | -$33.3K | 0.02% | 217 |
|
|
2022
Q1 | $647K | Buy |
12,996
+996
| +8% | +$49.6K | 0.02% | 209 |
|
|
2021
Q4 | $581K | Buy |
12,000
+2,253
| +23% | +$109K | 0.02% | 226 |
|
|
2021
Q3 | $452K | Sell |
9,747
-750
| -7% | -$34.8K | 0.02% | 242 |
|
|
2021
Q2 | $493K | Buy |
10,497
+450
| +4% | +$21.1K | 0.02% | 237 |
|
|
2021
Q1 | $457K | Buy |
10,047
+1,128
| +13% | +$51.3K | 0.02% | 225 |
|
|
2020
Q4 | $430K | Buy |
8,919
+36
| +0.4% | +$1.74K | 0.03% | 162 |
|
|
2020
Q3 | $414K | Buy |
8,883
+2,691
| +43% | +$125K | 0.03% | 146 |
|
|
2020
Q2 | $247K | Sell |
6,192
-4,833
| -44% | -$193K | 0.02% | 175 |
|
|
2020
Q1 | $419K | Sell |
11,025
-624
| -5% | -$23.7K | 0.06% | 109 |
|
|
2019
Q4 | $464K | Sell |
11,649
-8,643
| -43% | -$344K | 0.06% | 128 |
|
|
2019
Q3 | $803K | Buy |
+20,292
| New | +$803K | 0.1% | 106 |
|