Financial Enhancement 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 | $332K | Sell |
3,522
-417
| -11% | -$39.4K | 0.05% | 114 |
|
|
2025
Q1 | $374K | Sell |
3,939
-58
| -1% | -$5.5K | 0.06% | 104 |
|
|
2024
Q4 | $366K | Buy |
+3,997
| New | +$366K | 0.06% | 102 |
|
|
2024
Q3 | – | Sell |
-4,675
| Closed | -$326K | – | 147 |
|
|
2024
Q2 | $326K | Buy |
+4,675
| New | +$326K | 0.05% | 102 |
|
|
2022
Q4 | – | Sell |
-435
| Closed | -$19K | – | 328 |
|
|
2022
Q3 | $19K | Hold |
435
| – | – | ﹤0.01% | 169 |
|
|
2022
Q2 | $18K | Hold |
435
| – | – | ﹤0.01% | 170 |
|
|
2022
Q1 | $22K | Buy |
435
+192
| +79% | +$9.71K | ﹤0.01% | 165 |
|
|
2021
Q4 | $12K | Hold |
243
| – | – | ﹤0.01% | 191 |
|
|
2021
Q3 | $11K | Hold |
243
| – | – | ﹤0.01% | 195 |
|
|
2021
Q2 | $11K | Hold |
243
| – | – | ﹤0.01% | 177 |
|
|
2021
Q1 | $11K | Sell |
243
-1,212
| -83% | -$54.9K | ﹤0.01% | 176 |
|
|
2020
Q4 | $70K | Buy |
1,455
+3
| +0.2% | +$144 | 0.01% | 126 |
|
|
2020
Q3 | $68K | Hold |
1,452
| – | – | 0.02% | 116 |
|
|
2020
Q2 | $58K | Buy |
1,452
+1,212
| +505% | +$48.4K | 0.01% | 123 |
|
|
2020
Q1 | $9K | Sell |
240
-1,149
| -83% | -$43.1K | ﹤0.01% | 202 |
|
|
2019
Q4 | $55K | Sell |
1,389
-51
| -4% | -$2.02K | 0.01% | 121 |
|
|
2019
Q3 | $57K | Buy |
1,440
+1,200
| +500% | +$47.5K | 0.02% | 120 |
|
|
2019
Q2 | $9K | Hold |
240
| – | – | ﹤0.01% | 200 |
|
|
2019
Q1 | $8K | Hold |
240
| – | – | ﹤0.01% | 229 |
|
|
2018
Q4 | $8K | Hold |
240
| – | – | ﹤0.01% | 199 |
|
|
2018
Q3 | $8K | Hold |
240
| – | – | ﹤0.01% | 199 |
|
|
2018
Q2 | $7K | Hold |
240
| – | – | ﹤0.01% | 196 |
|
|
2018
Q1 | $7K | Buy |
+240
| New | +$7K | ﹤0.01% | 200 |
|