Hohimer 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 | $495K | Sell |
5,062
-1,023
| -17% | -$100K | 0.09% | 160 |
|
|
2025
Q1 | $534K | Buy |
6,085
+458
| +8% | +$40.2K | 0.1% | 153 |
|
|
2024
Q4 | $508K | Buy |
5,627
+27
| +0.5% | +$2.44K | 0.1% | 143 |
|
|
2024
Q3 | $452K | Hold |
5,600
| – | – | 0.1% | 140 |
|
|
2024
Q2 | $379K | Buy |
5,600
+1,022
| +22% | +$69.2K | 0.09% | 168 |
|
|
2024
Q1 | $275K | Buy |
+4,578
| New | +$275K | 0.06% | 204 |
|
|
2023
Q4 | – | Sell |
-4,500
| Closed | -$240K | – | 200 |
|
|
2023
Q3 | $240K | Hold |
4,500
| – | – | 0.07% | 174 |
|
|
2023
Q2 | $236K | Hold |
4,500
| – | – | 0.07% | 175 |
|
|
2023
Q1 | $221K | Hold |
4,500
| – | – | 0.06% | 175 |
|
|
2022
Q4 | $213K | Buy |
+4,500
| New | +$213K | 0.07% | 149 |
|
|
2022
Q3 | – | Sell |
-5,190
| Closed | -$210K | – | 200 |
|
|
2022
Q2 | $210K | Hold |
5,190
| – | – | 0.06% | 169 |
|
|
2022
Q1 | $258K | Hold |
5,190
| – | – | 0.05% | 176 |
|
|
2021
Q4 | $250K | Sell |
5,190
-150
| -3% | -$7.23K | 0.05% | 181 |
|
|
2021
Q3 | $248K | Hold |
5,340
| – | – | 0.05% | 162 |
|
|
2021
Q2 | $251K | Buy |
5,340
+690
| +15% | +$32.4K | 0.05% | 167 |
|
|
2021
Q1 | $211K | Buy |
4,650
+114
| +3% | +$5.17K | 0.05% | 166 |
|
|
2020
Q4 | $218K | Buy |
4,536
+36
| +0.8% | +$1.73K | 0.06% | 170 |
|
|
2020
Q3 | $214K | Buy |
+4,500
| New | +$214K | 0.06% | 167 |
|