Hemington 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 | $547K | Buy |
5,596
+173
| +3% | +$16.9K | 0.08% | 73 |
|
|
2025
Q1 | $476K | Buy |
5,423
+271
| +5% | +$23.8K | 0.07% | 76 |
|
|
2024
Q4 | $465K | Buy |
5,152
+356
| +7% | +$32.1K | 0.12% | 76 |
|
|
2024
Q3 | $393K | Buy |
4,796
+125
| +3% | +$10.2K | 0.11% | 84 |
|
|
2024
Q2 | $316K | Buy |
4,671
+257
| +6% | +$17.4K | 0.11% | 90 |
|
|
2024
Q1 | $266K | Sell |
4,414
-245
| -5% | -$14.8K | 0.1% | 96 |
|
|
2023
Q4 | $245K | Buy |
4,659
+297
| +7% | +$15.6K | 0.09% | 95 |
|
|
2023
Q3 | $232K | Sell |
4,362
-867
| -17% | -$46.1K | 0.11% | 84 |
|
|
2023
Q2 | $273K | Sell |
5,229
-192
| -4% | -$10K | 0.11% | 87 |
|
|
2023
Q1 | $266K | Sell |
5,421
-129
| -2% | -$6.33K | 0.11% | 86 |
|
|
2022
Q4 | $262K | Buy |
5,550
+6
| +0.1% | +$283 | 0.11% | 84 |
|
|
2022
Q3 | $240K | Buy |
5,544
+105
| +2% | +$4.55K | 0.1% | 82 |
|
|
2022
Q2 | $220K | Sell |
5,439
-309
| -5% | -$12.5K | 0.09% | 97 |
|
|
2022
Q1 | $285K | Buy |
+5,748
| New | +$285K | 0.1% | 91 |
|
|
2021
Q4 | – | Sell |
-5,661
| Closed | -$263K | – | 100 |
|
|
2021
Q3 | $263K | Buy |
5,661
+81
| +1% | +$3.76K | 0.1% | 83 |
|
|
2021
Q2 | $262K | Buy |
5,580
+144
| +3% | +$6.76K | 0.11% | 78 |
|
|
2021
Q1 | $246K | Buy |
+5,436
| New | +$246K | 0.1% | 79 |
|