Invictus 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 | $12.9M | Sell |
131,840
-1,433
| -1% | -$140K | 0.88% | 20 |
|
|
2025
Q1 | $11.7M | Sell |
133,273
-3,652
| -3% | -$321K | 0.93% | 21 |
|
|
2024
Q4 | $12.4M | Sell |
136,925
-2,733
| -2% | -$247K | 0.94% | 21 |
|
|
2024
Q3 | $11.3M | Sell |
139,658
-2,891
| -2% | -$233K | 0.89% | 21 |
|
|
2024
Q2 | $9.65M | Sell |
142,549
-7,505
| -5% | -$508K | 0.81% | 22 |
|
|
2024
Q1 | $9.03M | Sell |
150,054
-51,519
| -26% | -$3.1M | 0.8% | 24 |
|
|
2023
Q4 | $10.6M | Sell |
201,573
-24,453
| -11% | -$1.29M | 1.04% | 21 |
|
|
2023
Q3 | $12M | Sell |
226,026
-12,579
| -5% | -$671K | 1.32% | 17 |
|
|
2023
Q2 | $12.5M | Sell |
238,605
-23,340
| -9% | -$1.22M | 1.35% | 17 |
|
|
2023
Q1 | $12.9M | Sell |
261,945
-118,281
| -31% | -$5.81M | 1.51% | 17 |
|
|
2022
Q4 | $18M | Buy |
+380,226
| New | +$18M | 2.32% | 13 |
|