Future Financial 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 | $425K | Hold |
4,350
| – | – | 0.29% | 68 |
|
2025
Q1 | $382K | Hold |
4,350
| – | – | 0.28% | 69 |
|
2024
Q4 | $393K | Hold |
4,350
| – | – | 0.29% | 69 |
|
2024
Q3 | $351K | Hold |
4,350
| – | – | 0.25% | 78 |
|
2024
Q2 | $295K | Hold |
4,350
| – | – | 0.26% | 83 |
|
2024
Q1 | $262K | Hold |
4,350
| – | – | 0.2% | 90 |
|
2023
Q4 | $229K | Hold |
4,350
| – | – | 0.23% | 90 |
|
2023
Q3 | $232K | Hold |
4,350
| – | – | 0.26% | 91 |
|
2023
Q2 | $228K | Buy |
+4,350
| New | +$228K | 0.24% | 94 |
|
2022
Q2 | – | Sell |
-3,540
| Closed | -$176K | – | 502 |
|
2022
Q1 | $176K | Sell |
3,540
-735
| -17% | -$36.5K | 0.15% | 136 |
|
2021
Q4 | $206K | Hold |
4,275
| – | – | 0.16% | 122 |
|
2021
Q3 | $201K | Hold |
4,275
| – | – | 0.21% | 116 |
|
2021
Q2 | $201K | Buy |
+4,275
| New | +$201K | 0.21% | 116 |
|
2021
Q1 | – | Sell |
-5,460
| Closed | -$262K | – | 127 |
|
2020
Q4 | $262K | Buy |
+5,460
| New | +$262K | 0.3% | 95 |
|