GoalVest Advisory’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 |
22,644
+384
| +2% | +$37.5K | 0.55% | 29 |
|
|
2025
Q1 | $1.95M | Sell |
22,260
-2,340
| -10% | -$205K | 0.54% | 31 |
|
|
2024
Q4 | $2.22M | Sell |
24,600
-693
| -3% | -$62.6K | 0.61% | 28 |
|
|
2024
Q3 | $2.04M | Buy |
25,293
+371
| +1% | +$30K | 0.59% | 27 |
|
|
2024
Q2 | $1.69M | Sell |
24,922
-103
| -0.4% | -$6.97K | 0.54% | 27 |
|
|
2024
Q1 | $1.51M | Buy |
25,025
+1,184
| +5% | +$71.2K | 0.5% | 30 |
|
|
2023
Q4 | $1.25M | Buy |
23,841
+1,311
| +6% | +$68.9K | 0.55% | 23 |
|
|
2023
Q3 | $1.2M | Buy |
22,530
+765
| +4% | +$40.8K | 0.6% | 20 |
|
|
2023
Q2 | $1.14M | Buy |
21,765
+873
| +4% | +$45.7K | 0.59% | 20 |
|
|
2023
Q1 | $1.03M | Buy |
20,892
+780
| +4% | +$38.3K | 0.6% | 48 |
|
|
2022
Q4 | $951K | Buy |
20,112
+3,693
| +22% | +$175K | 0.61% | 45 |
|
|
2022
Q3 | $710K | Sell |
16,419
-19,686
| -55% | -$851K | 0.5% | 56 |
|
|
2022
Q2 | $1.5M | Buy |
36,105
+9,393
| +35% | +$389K | 0.95% | 27 |
|
|
2022
Q1 | $1.33M | Buy |
+26,712
| New | +$1.33M | 0.75% | 38 |
|
|
2021
Q2 | $1.09M | Buy |
23,283
+1,101
| +5% | +$51.7K | 0.68% | 43 |
|
|
2021
Q1 | $1M | Buy |
22,182
+3,057
| +16% | +$138K | 0.75% | 42 |
|
|
2020
Q4 | $919K | Buy |
+19,125
| New | +$919K | 0.77% | 40 |
|