Graves Light Lenhart Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
+2,269
| New | +$222K | 0.03% | 178 |
|
|
2025
Q1 | – | Sell |
-2,232
| Closed | -$202K | – | 192 |
|
|
2024
Q4 | $202K | Buy |
+2,232
| New | +$202K | 0.03% | 176 |
|
|
2022
Q3 | – | Sell |
-4,734
| Closed | -$192K | – | 613 |
|
|
2022
Q2 | $192K | Sell |
4,734
-324
| -6% | -$13.1K | 0.03% | 169 |
|
|
2022
Q1 | $251K | Hold |
5,058
| – | – | 0.04% | 158 |
|
|
2021
Q4 | $244K | Hold |
5,058
| – | – | 0.03% | 172 |
|
|
2021
Q3 | $235K | Buy |
5,058
+93
| +2% | +$4.32K | 0.04% | 163 |
|
|
2021
Q2 | $233K | Sell |
4,965
-51
| -1% | -$2.39K | 0.04% | 166 |
|
|
2021
Q1 | $227K | Buy |
5,016
+72
| +1% | +$3.26K | 0.04% | 167 |
|
|
2020
Q4 | $238K | Sell |
4,944
-243
| -5% | -$11.7K | 0.04% | 154 |
|
|
2020
Q3 | $242K | Sell |
5,187
-9
| -0.2% | -$420 | 0.05% | 138 |
|
|
2020
Q2 | $207K | Buy |
+5,196
| New | +$207K | 0.05% | 148 |
|