Golden State Equity Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
47,907
+686
| +1% | +$67.1K | 0.87% | 18 |
|
|
2025
Q1 | $4.15M | Sell |
47,221
-3,197
| -6% | -$281K | 0.82% | 19 |
|
|
2024
Q4 | $4.56M | Buy |
50,418
+39,159
| +348% | +$3.54M | 0.87% | 16 |
|
|
2024
Q3 | $913K | Sell |
11,259
-37,425
| -77% | -$3.03M | 0.48% | 39 |
|
|
2024
Q2 | $3.3M | Buy |
+48,684
| New | +$3.3M | 0.69% | 25 |
|
|
2023
Q4 | $2.71M | Sell |
51,663
-7,077
| -12% | -$372K | 0.66% | 35 |
|
|
2023
Q3 | $3.13M | Buy |
58,740
+6,417
| +12% | +$342K | 0.87% | 22 |
|
|
2023
Q2 | $2.74M | Sell |
52,323
-3,846
| -7% | -$202K | 0.77% | 27 |
|
|
2023
Q1 | $2.76M | Buy |
+56,169
| New | +$2.76M | 1.49% | 12 |
|
|
2022
Q1 | $2.46M | Buy |
49,524
+27,072
| +121% | +$1.34M | 1.24% | 20 |
|
|
2021
Q4 | $1.08M | Sell |
22,452
-29,820
| -57% | -$1.44M | 0.55% | 45 |
|
|
2021
Q3 | $2.43M | Buy |
52,272
+2,274
| +5% | +$106K | 0.99% | 23 |
|
|
2021
Q2 | $2.35M | Buy |
49,998
+24,249
| +94% | +$1.14M | 0.91% | 25 |
|
|
2021
Q1 | $1.17M | Sell |
25,749
-10,617
| -29% | -$481K | 0.67% | 41 |
|
|
2020
Q4 | $1.75M | Buy |
+36,366
| New | +$1.75M | 1.2% | 17 |
|