Horizon 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 | $305K | Sell |
3,119
-414
| -12% | -$40.5K | 0.05% | 77 |
|
|
2025
Q1 | $310K | Buy |
3,533
+387
| +12% | +$34K | 0.05% | 73 |
|
|
2024
Q4 | $284K | Buy |
3,146
+41
| +1% | +$3.7K | 0.05% | 75 |
|
|
2024
Q3 | $251K | Buy |
3,105
+5
| +0.2% | +$404 | 0.05% | 69 |
|
|
2024
Q2 | $210K | Sell |
3,100
-1,214
| -28% | -$82.2K | 0.05% | 73 |
|
|
2024
Q1 | $260K | Buy |
+4,314
| New | +$260K | 0.07% | 64 |
|
|
2023
Q4 | – | Sell |
-5,013
| Closed | -$267K | – | 86 |
|
|
2023
Q3 | $267K | Buy |
5,013
+15
| +0.3% | +$799 | 0.11% | 58 |
|
|
2023
Q2 | $262K | Buy |
4,998
+27
| +0.5% | +$1.42K | 0.1% | 62 |
|
|
2023
Q1 | $244K | Buy |
4,971
+12
| +0.2% | +$590 | 0.18% | 61 |
|
|
2022
Q4 | $234K | Sell |
4,959
-333
| -6% | -$15.7K | 0.19% | 57 |
|
|
2022
Q3 | $229K | Sell |
5,292
-318
| -6% | -$13.8K | 0.17% | 57 |
|
|
2022
Q2 | $227K | Sell |
5,610
-66
| -1% | -$2.67K | 0.09% | 96 |
|
|
2022
Q1 | $282K | Sell |
5,676
-14,976
| -73% | -$744K | 0.09% | 89 |
|
|
2021
Q4 | $996K | Buy |
+20,652
| New | +$996K | 0.29% | 41 |
|