Financial Management Network’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,197
| Closed | -$421K | – | 180 |
|
|
2024
Q3 | $421K | Buy |
+5,197
| New | +$421K | 0.09% | 122 |
|
|
2024
Q2 | – | Sell |
-4,357
| Closed | -$259K | – | 169 |
|
|
2024
Q1 | $259K | Buy |
+4,357
| New | +$259K | 0.07% | 136 |
|
|
2023
Q4 | – | Sell |
-4,134
| Closed | -$222K | – | 156 |
|
|
2023
Q3 | $222K | Buy |
4,134
+78
| +2% | +$4.19K | 0.07% | 137 |
|
|
2023
Q2 | $214K | Buy |
+4,056
| New | +$214K | 0.07% | 138 |
|
|
2023
Q1 | – | Sell |
-4,437
| Closed | -$213K | – | 139 |
|
|
2022
Q4 | $213K | Sell |
4,437
-1,110
| -20% | -$53.2K | 0.09% | 126 |
|
|
2022
Q3 | $248K | Buy |
+5,547
| New | +$248K | 0.12% | 120 |
|
|
2022
Q1 | – | Sell |
-5,073
| Closed | -$240K | – | 139 |
|
|
2021
Q4 | $240K | Sell |
5,073
-600
| -11% | -$28.4K | 0.11% | 117 |
|
|
2021
Q3 | $257K | Hold |
5,673
| – | – | 0.13% | 107 |
|
|
2021
Q2 | $265K | Hold |
5,673
| – | – | 0.13% | 108 |
|
|
2021
Q1 | $269K | Sell |
5,673
-171
| -3% | -$8.11K | 0.14% | 106 |
|
|
2020
Q4 | $284K | Buy |
+5,844
| New | +$284K | 0.17% | 90 |
|