Independent Family Office’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
2,520
-600
| -19% | -$58.7K | 0.11% | 68 |
|
|
2025
Q1 | $274K | Hold |
3,120
| – | – | 0.14% | 61 |
|
|
2024
Q4 | $282K | Hold |
3,120
| – | – | 0.15% | 63 |
|
|
2024
Q3 | $252K | Sell |
3,120
-3,900
| -56% | -$315K | 0.13% | 67 |
|
|
2024
Q2 | $475K | Sell |
7,020
-600
| -8% | -$40.6K | 0.27% | 44 |
|
|
2024
Q1 | $458K | Hold |
7,620
| – | – | 0.25% | 50 |
|
|
2023
Q4 | $400K | Hold |
7,620
| – | – | 0.23% | 49 |
|
|
2023
Q3 | $406K | Hold |
7,620
| – | – | 0.25% | 48 |
|
|
2023
Q2 | $399K | Hold |
7,620
| – | – | 0.24% | 48 |
|
|
2023
Q1 | $375K | Hold |
7,620
| – | – | 0.22% | 52 |
|
|
2022
Q4 | $360K | Hold |
7,620
| – | – | 0.22% | 52 |
|
|
2022
Q3 | $329K | Hold |
7,620
| – | – | 0.16% | 52 |
|
|
2022
Q2 | $309 | Sell |
7,620
-420
| -5% | -$17 | 0.15% | 53 |
|
|
2022
Q1 | $399K | Buy |
+8,040
| New | +$399K | 0.13% | 49 |
|