HighMark 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 | $92.5K | Buy |
946
+2
| +0.2% | +$196 | 0.05% | 118 |
|
|
2025
Q1 | $82.9K | Buy |
944
+737
| +356% | +$64.7K | 0.05% | 99 |
|
|
2024
Q4 | $18.7K | Buy |
207
+3
| +1% | +$271 | 0.01% | 208 |
|
|
2024
Q3 | $16.5K | Hold |
204
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $13.8K | Hold |
204
| – | – | 0.01% | 235 |
|
|
2024
Q1 | $15.2K | Hold |
204
| – | – | 0.01% | 229 |
|
|
2023
Q4 | $10.7K | Sell |
204
-69
| -25% | -$3.63K | 0.01% | 253 |
|
|
2023
Q3 | $14.5K | Buy |
273
+39
| +17% | +$2.07K | 0.01% | 216 |
|
|
2023
Q2 | $12.3K | Sell |
234
-15
| -6% | -$788 | 0.01% | 235 |
|
|
2023
Q1 | $12.2K | Buy |
249
+45
| +22% | +$2.21K | 0.01% | 268 |
|
|
2022
Q4 | $9.65K | Hold |
204
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $9K | Hold |
204
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $8K | Hold |
204
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $10K | Hold |
204
| – | – | 0.01% | 269 |
|
|
2021
Q4 | $10K | Hold |
204
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $9K | Hold |
204
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $10K | Sell |
204
-261
| -56% | -$12.8K | 0.01% | 262 |
|
|
2021
Q1 | $21K | Sell |
465
-45
| -9% | -$2.03K | 0.02% | 168 |
|
|
2020
Q4 | $24K | Sell |
510
-36
| -7% | -$1.69K | 0.02% | 155 |
|
|
2020
Q3 | $25K | Buy |
546
+72
| +15% | +$3.3K | 0.02% | 149 |
|
|
2020
Q2 | $19K | Buy |
474
+273
| +136% | +$10.9K | 0.02% | 140 |
|
|
2020
Q1 | $7K | Hold |
201
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $7K | Buy |
+201
| New | +$7K | 0.01% | 261 |
|