Indie Asset Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,706
| Closed | -$589K | – | 105 |
|
|
2025
Q1 | $589K | Sell |
6,706
-570
| -8% | -$50K | 0.51% | 34 |
|
|
2024
Q4 | $657K | Sell |
7,276
-407
| -5% | -$36.8K | 0.52% | 33 |
|
|
2024
Q3 | $620K | Buy |
7,683
+8
| +0.1% | +$646 | 0.46% | 37 |
|
|
2024
Q2 | $520K | Buy |
7,675
+906
| +13% | +$61.3K | 0.41% | 38 |
|
|
2024
Q1 | $407K | Buy |
6,769
+466
| +7% | +$28K | 0.36% | 45 |
|
|
2023
Q4 | $331K | Hold |
6,303
| – | – | 0.3% | 50 |
|
|
2023
Q3 | $336K | Buy |
6,303
+3
| +0% | +$160 | 0.34% | 43 |
|
|
2023
Q2 | $330K | Sell |
6,300
-735
| -10% | -$38.5K | 0.36% | 45 |
|
|
2023
Q1 | $346K | Sell |
7,035
-600
| -8% | -$29.5K | 0.4% | 45 |
|
|
2022
Q4 | $361K | Sell |
7,635
-291
| -4% | -$13.8K | 0.4% | 48 |
|
|
2022
Q3 | $343K | Buy |
7,926
+150
| +2% | +$6.49K | 0.35% | 54 |
|
|
2022
Q2 | $315K | Hold |
7,776
| – | – | 0.28% | 64 |
|
|
2022
Q1 | $386K | Hold |
7,776
| – | – | 0.29% | 64 |
|
|
2021
Q4 | $375K | Buy |
7,776
+216
| +3% | +$10.4K | 0.27% | 75 |
|
|
2021
Q3 | $351K | Hold |
7,560
| – | – | 0.28% | 75 |
|
|
2021
Q2 | $355K | Sell |
7,560
-600
| -7% | -$28.2K | 0.29% | 72 |
|
|
2021
Q1 | $369K | Sell |
8,160
-195
| -2% | -$8.82K | 0.42% | 68 |
|
|
2020
Q4 | $401K | Sell |
8,355
-210
| -2% | -$10.1K | 0.47% | 55 |
|
|
2020
Q3 | $399K | Sell |
8,565
-108
| -1% | -$5.03K | 0.5% | 53 |
|
|
2020
Q2 | $381K | Buy |
8,673
+660
| +8% | +$29K | 0.48% | 55 |
|
|
2020
Q1 | $303K | Sell |
8,013
-666
| -8% | -$25.2K | 0.38% | 52 |
|
|
2019
Q4 | $344K | Buy |
+8,679
| New | +$344K | 0.37% | 52 |
|