Financial Perspectives’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
4,168
+1
| +0% | +$98 | 0.12% | 102 |
|
|
2025
Q1 | $366K | Sell |
4,167
-366
| -8% | -$32.1K | 0.13% | 97 |
|
|
2024
Q4 | $410K | Buy |
4,533
+63
| +1% | +$5.69K | 0.14% | 92 |
|
|
2024
Q3 | $361K | Hold |
4,470
| – | – | 0.13% | 101 |
|
|
2024
Q2 | $303K | Sell |
4,470
-264
| -6% | -$17.9K | 0.11% | 109 |
|
|
2024
Q1 | $285K | Buy |
4,734
+3
| +0.1% | +$181 | 0.11% | 114 |
|
|
2023
Q4 | $249K | Hold |
4,731
| – | – | 0.1% | 121 |
|
|
2023
Q3 | $252K | Hold |
4,731
| – | – | 0.12% | 105 |
|
|
2023
Q2 | $248K | Hold |
4,731
| – | – | 0.11% | 109 |
|
|
2023
Q1 | $233K | Hold |
4,731
| – | – | 0.11% | 106 |
|
|
2022
Q4 | $224K | Hold |
4,731
| – | – | 0.11% | 111 |
|
|
2022
Q3 | $205K | Hold |
4,731
| – | – | 0.11% | 117 |
|
|
2022
Q2 | $192K | Hold |
4,731
| – | – | 0.11% | 119 |
|
|
2022
Q1 | $235K | Hold |
4,731
| – | – | 0.11% | 118 |
|
|
2021
Q4 | $228K | Hold |
4,731
| – | – | 0.11% | 112 |
|
|
2021
Q3 | $220K | Hold |
4,731
| – | – | 0.11% | 111 |
|
|
2021
Q2 | $222K | Sell |
4,731
-637,884
| -99% | -$30M | 0.11% | 120 |
|
|
2021
Q1 | $1.58M | Buy |
642,615
+637,884
| +13,483% | +$1.57M | 0.08% | 161 |
|
|
2020
Q4 | $227K | Hold |
4,731
| – | – | 0.13% | 107 |
|
|
2020
Q3 | $221K | Buy |
4,731
+3
| +0.1% | +$140 | 0.15% | 92 |
|
|
2020
Q2 | $189K | Hold |
4,728
| – | – | 0.14% | 90 |
|
|
2020
Q1 | $179K | Hold |
4,728
| – | – | 0.14% | 77 |
|
|
2019
Q4 | $187K | Buy |
+4,728
| New | +$187K | 0.13% | 88 |
|