Hedeker 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 | $4.33M | Buy |
44,270
+23,178
| +110% | +$2.27M | 1.01% | 33 |
|
|
2025
Q1 | $1.85M | Buy |
+21,092
| New | +$1.85M | 0.5% | 52 |
|
|
2022
Q1 | – | Sell |
-35,223
| Closed | -$1.7M | – | 98 |
|
|
2021
Q4 | $1.7M | Sell |
35,223
-1,278
| -4% | -$61.6K | 0.49% | 63 |
|
|
2021
Q3 | $1.7M | Sell |
36,501
-16,683
| -31% | -$775K | 0.52% | 60 |
|
|
2021
Q2 | $2.5M | Sell |
53,184
-23,823
| -31% | -$1.12M | 0.78% | 50 |
|
|
2021
Q1 | $3.49M | Buy |
77,007
+1,245
| +2% | +$56.4K | 1.22% | 33 |
|
|
2020
Q4 | $3.64M | Buy |
75,762
+3,828
| +5% | +$184K | 1.27% | 29 |
|
|
2020
Q3 | $3.35M | Buy |
71,934
+28,410
| +65% | +$1.32M | 1.59% | 28 |
|
|
2020
Q2 | $1.74M | Buy |
+43,524
| New | +$1.74M | 0.9% | 47 |
|
|
2016
Q1 | – | Sell |
-99,165
| Closed | -$2.03M | – | 163 |
|
|
2015
Q4 | $2.03M | Sell |
99,165
-1,230
| -1% | -$25.1K | 1.79% | 16 |
|
|
2015
Q3 | $2.17M | Buy |
100,395
+2,109
| +2% | +$45.6K | 1.89% | 16 |
|
|
2015
Q2 | $2.32M | Buy |
98,286
+1,350
| +1% | +$31.9K | 1.87% | 18 |
|
|
2015
Q1 | $2.56M | Buy |
96,936
+90
| +0.1% | +$2.38K | 2.12% | 15 |
|
|
2014
Q4 | $2.77M | Buy |
+96,846
| New | +$2.77M | 2.24% | 14 |
|