Finer Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
48,904
+675
| +1% | +$66K | 2.56% | 10 |
|
|
2025
Q1 | $4.23M | Buy |
48,229
+96
| +0.2% | +$8.43K | 2.54% | 10 |
|
|
2024
Q4 | $4.35M | Buy |
48,133
+890
| +2% | +$80.4K | 2.49% | 10 |
|
|
2024
Q3 | $3.81M | Sell |
47,243
-675
| -1% | -$54.5K | 2.35% | 11 |
|
|
2024
Q2 | $3.24M | Sell |
47,918
-1,399
| -3% | -$94.7K | 2.09% | 12 |
|
|
2024
Q1 | $2.97M | Buy |
49,317
+2,916
| +6% | +$175K | 1.95% | 15 |
|
|
2023
Q4 | $2.44M | Sell |
46,401
-618
| -1% | -$32.5K | 1.82% | 16 |
|
|
2023
Q3 | $2.51M | Buy |
47,019
+2,301
| +5% | +$123K | 2% | 18 |
|
|
2023
Q2 | $2.34M | Buy |
44,718
+1,353
| +3% | +$70.9K | 1.83% | 17 |
|
|
2023
Q1 | $2.13M | Buy |
43,365
+141
| +0.3% | +$6.93K | 1.8% | 19 |
|
|
2022
Q4 | $2.04M | Sell |
43,224
-828
| -2% | -$39.1K | 1.91% | 18 |
|
|
2022
Q3 | $1.9M | Buy |
44,052
+291
| +0.7% | +$12.6K | 1.87% | 17 |
|
|
2022
Q2 | $1.77M | Buy |
43,761
+1,242
| +3% | +$50.3K | 1.62% | 22 |
|
|
2022
Q1 | $2.11M | Buy |
42,519
+2,079
| +5% | +$103K | 1.72% | 21 |
|
|
2021
Q4 | $1.95M | Buy |
+40,440
| New | +$1.95M | 1.62% | 21 |
|