Financial & Tax Architects’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Buy |
81,036
+726
| +0.9% | +$71K | 1.92% | 13 |
|
|
2025
Q1 | $7.05M | Sell |
80,310
-3,749
| -4% | -$329K | 1.77% | 22 |
|
|
2024
Q4 | $7.59M | Sell |
84,059
-10,440
| -11% | -$943K | 1.93% | 11 |
|
|
2024
Q3 | $7.63M | Sell |
94,499
-9,479
| -9% | -$765K | 1.96% | 13 |
|
|
2024
Q2 | $7.04M | Sell |
103,978
-2,135
| -2% | -$145K | 1.89% | 13 |
|
|
2024
Q1 | $6.38M | Buy |
106,113
+93
| +0.1% | +$5.6K | 1.76% | 17 |
|
|
2023
Q4 | $5.57M | Sell |
106,020
-5,547
| -5% | -$291K | 1.65% | 22 |
|
|
2023
Q3 | $5.95M | Buy |
111,567
+1,014
| +0.9% | +$54.1K | 1.85% | 14 |
|
|
2023
Q2 | $5.79M | Sell |
110,553
-78
| -0.1% | -$4.09K | 1.79% | 13 |
|
|
2023
Q1 | $5.44M | Buy |
110,631
+5,628
| +5% | +$277K | 1.79% | 14 |
|
|
2022
Q4 | $4.92M | Sell |
105,003
-1,896
| -2% | -$88.8K | 1.68% | 24 |
|
|
2022
Q3 | $4.62M | Buy |
106,899
+9,132
| +9% | +$395K | 1.73% | 17 |
|
|
2022
Q2 | $3.96M | Buy |
97,767
+13,224
| +16% | +$536K | 1.5% | 27 |
|
|
2022
Q1 | $4.2M | Buy |
84,543
+7,173
| +9% | +$356K | 1.58% | 26 |
|
|
2021
Q4 | $3.73M | Buy |
77,370
+5,208
| +7% | +$251K | 1.52% | 28 |
|
|
2021
Q3 | $3.35M | Buy |
72,162
+4,203
| +6% | +$195K | 1.53% | 26 |
|
|
2021
Q2 | $3.19M | Buy |
67,959
+5,517
| +9% | +$259K | 1.57% | 28 |
|
|
2021
Q1 | $2.83M | Buy |
+62,442
| New | +$2.83M | 1.59% | 25 |
|