Jeppson Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
28,547
-634
| -2% | -$62K | 0.97% | 23 |
|
|
2025
Q1 | $2.56M | Sell |
29,181
-75
| -0.3% | -$6.58K | 0.94% | 20 |
|
|
2024
Q4 | $2.64M | Sell |
29,256
-170
| -0.6% | -$15.4K | 0.96% | 20 |
|
|
2024
Q3 | $2.38M | Sell |
29,426
-253
| -0.9% | -$20.4K | 0.85% | 23 |
|
|
2024
Q2 | $2.01M | Hold |
29,679
| – | – | 0.77% | 30 |
|
|
2024
Q1 | $1.79M | Sell |
29,679
-420
| -1% | -$25.3K | 0.69% | 34 |
|
|
2023
Q4 | $1.58M | Hold |
30,099
| – | – | 0.66% | 37 |
|
|
2023
Q3 | $1.6M | Buy |
30,099
+264
| +0.9% | +$14.1K | 0.74% | 29 |
|
|
2023
Q2 | $1.56M | Sell |
29,835
-210
| -0.7% | -$11K | 0.68% | 32 |
|
|
2023
Q1 | $1.48M | Sell |
30,045
-30
| -0.1% | -$1.48K | 0.64% | 37 |
|
|
2022
Q4 | $1.42M | Hold |
30,075
| – | – | 0.6% | 39 |
|
|
2022
Q3 | $1.3M | Sell |
30,075
-450
| -1% | -$19.5K | 0.59% | 36 |
|
|
2022
Q2 | $1.24M | Buy |
30,525
+1,530
| +5% | +$62K | 0.53% | 44 |
|
|
2022
Q1 | $1.44M | Buy |
28,995
+66
| +0.2% | +$3.28K | 0.67% | 33 |
|
|
2021
Q4 | $1.4M | Sell |
28,929
-735
| -2% | -$35.4K | 0.67% | 31 |
|
|
2021
Q3 | $1.38M | Hold |
29,664
| – | – | 0.72% | 28 |
|
|
2021
Q2 | $1.39M | Sell |
29,664
-15
| -0.1% | -$705 | 0.76% | 27 |
|
|
2021
Q1 | $1.34M | Sell |
29,679
-84
| -0.3% | -$3.8K | 0.8% | 27 |
|
|
2020
Q4 | $1.43M | Sell |
29,763
-726
| -2% | -$34.9K | 0.95% | 22 |
|
|
2020
Q3 | $1.42M | Buy |
+30,489
| New | +$1.42M | 1.11% | 15 |
|