Global Financial Private Client’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
22,629
+3,105
| +16% | +$304K | 0.83% | 28 |
|
|
2025
Q1 | $1.71M | Sell |
19,524
-1
| -0% | -$88 | 0.65% | 35 |
|
|
2024
Q4 | $1.76M | Buy |
19,525
+11,375
| +140% | +$1.03M | 0.66% | 39 |
|
|
2024
Q3 | $658K | Buy |
8,150
+812
| +11% | +$65.6K | 0.26% | 105 |
|
|
2024
Q2 | $497K | Hold |
7,338
| – | – | 0.21% | 123 |
|
|
2024
Q1 | $440K | Hold |
7,338
| – | – | 0.19% | 130 |
|
|
2023
Q4 | $386K | Hold |
7,338
| – | – | 0.18% | 134 |
|
|
2023
Q3 | $392K | Sell |
7,338
-75
| -1% | -$4K | 0.2% | 120 |
|
|
2023
Q2 | $391K | Hold |
7,413
| – | – | 0.19% | 118 |
|
|
2023
Q1 | $368K | Buy |
7,413
+105
| +1% | +$5.21K | 0.19% | 118 |
|
|
2022
Q4 | $345K | Sell |
7,308
-14,925
| -67% | -$706K | 0.19% | 106 |
|
|
2022
Q3 | $982K | Buy |
22,233
+468
| +2% | +$20.7K | 0.57% | 44 |
|
|
2022
Q2 | $890K | Buy |
21,765
+14,991
| +221% | +$613K | 0.5% | 50 |
|
|
2022
Q1 | $341K | Sell |
6,774
-12,930
| -66% | -$651K | 0.16% | 117 |
|
|
2021
Q4 | $950K | Sell |
19,704
-132
| -0.7% | -$6.37K | 0.46% | 51 |
|
|
2021
Q3 | $906K | Buy |
19,836
+474
| +2% | +$21.7K | 0.47% | 54 |
|
|
2021
Q2 | $899K | Buy |
19,362
+3,120
| +19% | +$145K | 0.5% | 49 |
|
|
2021
Q1 | $734K | Sell |
16,242
-6,567
| -29% | -$297K | 0.53% | 46 |
|
|
2020
Q4 | $1.1M | Sell |
22,809
-513
| -2% | -$24.7K | 0.87% | 24 |
|
|
2020
Q3 | $1.11M | Sell |
23,322
-3,876
| -14% | -$185K | 0.97% | 22 |
|
|
2020
Q2 | $1.09M | Buy |
27,198
+522
| +2% | +$20.8K | 0.94% | 23 |
|
|
2020
Q1 | $1.01M | Buy |
26,676
+450
| +2% | +$17.1K | 1.07% | 20 |
|
|
2019
Q4 | $1.04M | Buy |
+26,226
| New | +$1.04M | 0.87% | 21 |
|