Inlet Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.14M | Hold |
21,900
| – | – | 0.53% | 55 |
|
2025
Q1 | $1.92M | Hold |
21,900
| – | – | 0.5% | 61 |
|
2024
Q4 | $1.98M | Hold |
21,900
| – | – | 0.52% | 60 |
|
2024
Q3 | $1.77M | Hold |
21,900
| – | – | 0.45% | 70 |
|
2024
Q2 | $1.48M | Buy |
21,900
+300
| +1% | +$20.3K | 0.41% | 70 |
|
2024
Q1 | $1.3M | Hold |
21,600
| – | – | 0.36% | 73 |
|
2023
Q4 | $1.14M | Hold |
21,600
| – | – | 0.35% | 72 |
|
2023
Q3 | $1.15M | Sell |
21,600
-150
| -0.7% | -$8K | 0.38% | 69 |
|
2023
Q2 | $1.14M | Hold |
21,750
| – | – | 0.29% | 74 |
|
2023
Q1 | $1.07M | Hold |
21,750
| – | – | 0.28% | 75 |
|
2022
Q4 | $1.03M | Hold |
21,750
| – | – | 0.26% | 73 |
|
2022
Q3 | $940K | Hold |
21,750
| – | – | 0.28% | 77 |
|
2022
Q2 | $881K | Hold |
21,750
| – | – | 0.25% | 77 |
|
2022
Q1 | $1.08M | Hold |
21,750
| – | – | 0.27% | 79 |
|
2021
Q4 | $1.05M | Hold |
21,750
| – | – | 0.25% | 81 |
|
2021
Q3 | $1.01M | Hold |
21,750
| – | – | 0.27% | 78 |
|
2021
Q2 | $1.02M | Hold |
21,750
| – | – | 0.27% | 79 |
|
2021
Q1 | $985K | Hold |
21,750
| – | – | 0.28% | 76 |
|
2020
Q4 | $1.05M | Hold |
21,750
| – | – | 0.34% | 72 |
|
2020
Q3 | $1.01M | Hold |
21,750
| – | – | 0.4% | 68 |
|
2020
Q2 | $868K | Buy |
21,750
+150
| +0.7% | +$5.99K | 0.35% | 69 |
|
2020
Q1 | $818K | Hold |
21,600
| – | – | 0.38% | 68 |
|
2019
Q4 | $856K | Hold |
21,600
| – | – | 0.28% | 82 |
|
2019
Q3 | $854K | Hold |
21,600
| – | – | 0.32% | 78 |
|
2019
Q2 | $825K | Sell |
21,600
-6,000
| -22% | -$229K | 0.3% | 81 |
|
2019
Q1 | $897K | Buy |
27,600
+11,400
| +70% | +$371K | 0.36% | 76 |
|
2018
Q4 | $503K | Buy |
+16,200
| New | +$503K | 0.27% | 74 |
|