Financial Strategies 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 | $435K | Sell |
4,604
-1,003
| -18% | -$94.7K | 0.09% | 74 |
|
|
2025
Q1 | $527K | Buy |
5,607
+22
| +0.4% | +$2.07K | 0.12% | 68 |
|
|
2024
Q4 | $519K | Sell |
5,585
-233
| -4% | -$21.7K | 0.12% | 65 |
|
|
2024
Q3 | $467K | Buy |
5,818
+534
| +10% | +$42.9K | 0.11% | 62 |
|
|
2024
Q2 | $369K | Buy |
5,284
+94
| +2% | +$6.57K | 0.09% | 64 |
|
|
2024
Q1 | $310K | Hold |
5,190
| – | – | 0.08% | 64 |
|
|
2023
Q4 | $278K | Sell |
5,190
-51
| -1% | -$2.73K | 0.08% | 70 |
|
|
2023
Q3 | $282K | Hold |
5,241
| – | – | 0.09% | 69 |
|
|
2023
Q2 | $275K | Hold |
5,241
| – | – | 0.09% | 68 |
|
|
2023
Q1 | $258K | Hold |
5,241
| – | – | 0.1% | 70 |
|
|
2022
Q4 | $248K | Sell |
5,241
-117
| -2% | -$5.53K | 0.1% | 74 |
|
|
2022
Q3 | $232K | Buy |
5,358
+186
| +4% | +$8.05K | 0.11% | 74 |
|
|
2022
Q2 | $210K | Buy |
5,172
+108
| +2% | +$4.39K | 0.09% | 83 |
|
|
2022
Q1 | $251K | Hold |
5,064
| – | – | 0.1% | 80 |
|
|
2021
Q4 | $244K | Sell |
5,064
-195
| -4% | -$9.4K | 0.1% | 70 |
|
|
2021
Q3 | $244K | Buy |
5,259
+177
| +3% | +$8.21K | 0.11% | 69 |
|
|
2021
Q2 | $239K | Sell |
5,082
-24
| -0.5% | -$1.13K | 0.11% | 69 |
|
|
2021
Q1 | $231K | Hold |
5,106
| – | – | 0.12% | 67 |
|
|
2020
Q4 | $245K | Buy |
+5,106
| New | +$245K | 0.14% | 56 |
|
|
2020
Q3 | – | Sell |
-5,097
| Closed | -$204K | – | 59 |
|
|
2020
Q2 | $204K | Buy |
+5,097
| New | +$204K | 0.15% | 44 |
|
|
2020
Q1 | – | Sell |
-5,097
| Closed | -$202K | – | 52 |
|
|
2019
Q4 | $202K | Buy |
+5,097
| New | +$202K | 0.16% | 46 |
|