Forum Financial 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 | $7.18M | Sell |
73,414
-656
| -0.9% | -$64.1K | 0.11% | 42 |
|
|
2025
Q1 | $6.5M | Sell |
74,070
-1,030
| -1% | -$90.4K | 0.11% | 43 |
|
|
2024
Q4 | $6.79M | Buy |
75,100
+2,897
| +4% | +$262K | 0.11% | 42 |
|
|
2024
Q3 | $5.83M | Buy |
72,203
+2,477
| +4% | +$200K | 0.1% | 45 |
|
|
2024
Q2 | $4.72M | Sell |
69,726
-2,797
| -4% | -$189K | 0.09% | 48 |
|
|
2024
Q1 | $4.36M | Buy |
72,523
+1,807
| +3% | +$109K | 0.07% | 58 |
|
|
2023
Q4 | $3.72M | Buy |
70,716
+9,984
| +16% | +$525K | 0.07% | 55 |
|
|
2023
Q3 | $3.24M | Buy |
60,732
+1,563
| +3% | +$83.3K | 0.07% | 55 |
|
|
2023
Q2 | $3.1M | Buy |
59,169
+1,497
| +3% | +$78.4K | 0.07% | 56 |
|
|
2023
Q1 | $2.83M | Sell |
57,672
-15
| -0% | -$737 | 0.08% | 59 |
|
|
2022
Q4 | $2.73M | Buy |
57,687
+903
| +2% | +$42.7K | 0.09% | 55 |
|
|
2022
Q3 | $2.46M | Buy |
56,784
+4,560
| +9% | +$197K | 0.12% | 53 |
|
|
2022
Q2 | $2.12M | Sell |
52,224
-10,989
| -17% | -$445K | 0.11% | 58 |
|
|
2022
Q1 | $3.14M | Sell |
63,213
-1,941
| -3% | -$96.4K | 0.15% | 40 |
|
|
2021
Q4 | $3.14M | Buy |
+65,154
| New | +$3.14M | 0.16% | 39 |
|