Householder Group Estate & Retirement Specialist’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $225K | Sell |
2,499
-12,506
| -83% | -$1.13M | 0.17% | 94 |
|
|
2024
Q3 | $1.21M | Sell |
15,005
-465
| -3% | -$37.5K | 0.35% | 65 |
|
|
2024
Q2 | $1.05M | Buy |
15,470
+1,035
| +7% | +$70K | 0.29% | 75 |
|
|
2024
Q1 | $869K | Buy |
14,435
+698
| +5% | +$42K | 0.26% | 84 |
|
|
2023
Q4 | $721K | Sell |
13,737
-333
| -2% | -$17.5K | 0.24% | 88 |
|
|
2023
Q3 | $750K | Buy |
+14,070
| New | +$750K | 0.27% | 78 |
|
|
2023
Q1 | $820K | Buy |
+16,680
| New | +$820K | 0.31% | 70 |
|
|
2022
Q4 | – | Sell |
-17,652
| Closed | -$763K | – | 1169 |
|
|
2022
Q3 | $763K | Buy |
17,652
+6,552
| +59% | +$283K | 0.31% | 69 |
|
|
2022
Q2 | $450K | Sell |
11,100
-62,835
| -85% | -$2.55M | 0.2% | 123 |
|
|
2022
Q1 | $3.67M | Buy |
73,935
+864
| +1% | +$42.9K | 1.48% | 12 |
|
|
2021
Q4 | $3.52M | Buy |
+73,071
| New | +$3.52M | 1.31% | 12 |
|