HB 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 | $37.5M | Sell |
383,704
-3,556
| -0.9% | -$348K | 0.3% | 47 |
|
|
2025
Q1 | $34M | Buy |
387,260
+37,623
| +11% | +$3.3M | 0.28% | 48 |
|
|
2024
Q4 | $31.6M | Buy |
349,637
+4,592
| +1% | +$415K | 0.32% | 37 |
|
|
2024
Q3 | $27.9M | Buy |
345,045
+4,823
| +1% | +$389K | 0.3% | 39 |
|
|
2024
Q2 | $23M | Buy |
340,222
+34,369
| +11% | +$2.33M | 0.27% | 43 |
|
|
2024
Q1 | $18.4M | Buy |
305,853
+13,968
| +5% | +$840K | 0.23% | 49 |
|
|
2023
Q4 | $15.3M | Buy |
291,885
+3,480
| +1% | +$183K | 0.22% | 53 |
|
|
2023
Q3 | $15.4M | Buy |
288,405
+15,750
| +6% | +$840K | 0.25% | 47 |
|
|
2023
Q2 | $14.3M | Buy |
272,655
+8,289
| +3% | +$434K | 0.23% | 50 |
|
|
2023
Q1 | $13M | Sell |
264,366
-180
| -0.1% | -$8.85K | 0.23% | 51 |
|
|
2022
Q4 | $12.5M | Buy |
264,546
+37,158
| +16% | +$1.76M | 0.23% | 53 |
|
|
2022
Q3 | $9.83M | Buy |
227,388
+9,894
| +5% | +$428K | 0.21% | 55 |
|
|
2022
Q2 | $8.81M | Buy |
217,494
+34,998
| +19% | +$1.42M | 0.18% | 57 |
|
|
2022
Q1 | $9.06M | Buy |
182,496
+32,694
| +22% | +$1.62M | 0.17% | 58 |
|
|
2021
Q4 | $7.23M | Buy |
+149,802
| New | +$7.23M | 0.15% | 60 |
|