Helen Stephens Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
51,470
+33,543
| +187% | +$3.28M | 1.25% | 17 |
|
|
2025
Q1 | $1.57M | Buy |
17,927
+102
| +0.6% | +$8.95K | 0.45% | 32 |
|
|
2024
Q4 | $1.61M | Sell |
17,825
-420
| -2% | -$37.9K | 0.48% | 30 |
|
|
2024
Q3 | $1.47M | Hold |
18,245
| – | – | 0.45% | 34 |
|
|
2024
Q2 | $1.24M | Sell |
18,245
-48
| -0.3% | -$3.25K | 0.43% | 33 |
|
|
2024
Q1 | $1.1M | Buy |
18,293
+62
| +0.3% | +$3.73K | 0.43% | 31 |
|
|
2023
Q4 | $958K | Buy |
18,231
+1,323
| +8% | +$69.5K | 0.43% | 34 |
|
|
2023
Q3 | $901K | Sell |
16,908
-93
| -0.5% | -$4.96K | 0.47% | 30 |
|
|
2023
Q2 | $891K | Buy |
17,001
+126
| +0.7% | +$6.6K | 0.45% | 32 |
|
|
2023
Q1 | $829K | Hold |
16,875
| – | – | 0.43% | 36 |
|
|
2022
Q4 | $798K | Hold |
16,875
| – | – | 0.48% | 34 |
|
|
2022
Q3 | $730K | Buy |
16,875
+60
| +0.4% | +$2.6K | 0.51% | 33 |
|
|
2022
Q2 | $681K | Buy |
16,815
+60
| +0.4% | +$2.43K | 0.48% | 30 |
|
|
2022
Q1 | $832K | Sell |
16,755
-99
| -0.6% | -$4.92K | 0.57% | 26 |
|
|
2021
Q4 | $813K | Buy |
+16,854
| New | +$813K | 0.65% | 23 |
|