Golden State 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 | $1.63M | Sell |
16,664
-317
| -2% | -$31K | 0.2% | 96 |
|
|
2025
Q1 | $1.49M | Buy |
16,981
+777
| +5% | +$68.2K | 0.22% | 87 |
|
|
2024
Q4 | $1.46M | Buy |
+16,204
| New | +$1.46M | 0.22% | 86 |
|
|
2022
Q1 | $728K | Sell |
14,658
-6,306
| -30% | -$313K | 0.14% | 137 |
|
|
2021
Q4 | $1.01M | Buy |
20,964
+6,894
| +49% | +$332K | 0.17% | 126 |
|
|
2021
Q3 | $654K | Buy |
14,070
+312
| +2% | +$14.5K | 0.14% | 138 |
|
|
2021
Q2 | $647K | Sell |
13,758
-1,401
| -9% | -$65.9K | 0.14% | 135 |
|
|
2021
Q1 | $686K | Buy |
15,159
+189
| +1% | +$8.55K | 0.23% | 78 |
|
|
2020
Q4 | $719K | Buy |
14,970
+4,773
| +47% | +$229K | 0.21% | 95 |
|
|
2020
Q3 | $476K | Sell |
10,197
-2,979
| -23% | -$139K | 0.16% | 104 |
|
|
2020
Q2 | $526K | Buy |
13,176
+5,403
| +70% | +$216K | 0.17% | 99 |
|
|
2020
Q1 | $294K | Buy |
+7,773
| New | +$294K | 0.13% | 116 |
|
|
2019
Q4 | – | Sell |
-3,783
| Closed | -$150K | – | 951 |
|
|
2019
Q3 | $150K | Buy |
3,783
+3
| +0.1% | +$119 | 0.05% | 244 |
|
|
2019
Q2 | $139K | Buy |
3,780
+225
| +6% | +$8.27K | 0.04% | 281 |
|
|
2019
Q1 | $116K | Buy |
+3,555
| New | +$116K | 0.04% | 302 |
|