Journey Strategic 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 | $3.82M | Buy |
39,111
+12,373
| +46% | +$1.21M | 0.12% | 61 |
|
|
2025
Q1 | $2.35M | Buy |
26,738
+1,860
| +7% | +$163K | 0.08% | 69 |
|
|
2024
Q4 | $2.25M | Sell |
24,878
-459
| -2% | -$41.5K | 0.08% | 65 |
|
|
2024
Q3 | $2.05M | Buy |
25,337
+7,709
| +44% | +$622K | 0.07% | 71 |
|
|
2024
Q2 | $1.19M | Buy |
17,628
+6,073
| +53% | +$411K | 0.05% | 79 |
|
|
2024
Q1 | $695K | Buy |
11,555
+4,547
| +65% | +$274K | 0.03% | 103 |
|
|
2023
Q4 | $368K | Sell |
7,008
-9,399
| -57% | -$494K | 0.02% | 117 |
|
|
2023
Q3 | $875K | Buy |
16,407
+1,611
| +11% | +$85.9K | 0.04% | 65 |
|
|
2023
Q2 | $775K | Sell |
14,796
-2,505
| -14% | -$131K | 0.04% | 67 |
|
|
2023
Q1 | $850K | Buy |
17,301
+3,270
| +23% | +$161K | 0.09% | 65 |
|
|
2022
Q4 | $663K | Buy |
14,031
+222
| +2% | +$10.5K | 0.08% | 77 |
|
|
2022
Q3 | $597K | Buy |
+13,809
| New | +$597K | 0.08% | 59 |
|
|
2022
Q2 | – | Sell |
-11,928
| Closed | -$592K | – | 217 |
|
|
2022
Q1 | $592K | Buy |
11,928
+420
| +4% | +$20.8K | 0.06% | 45 |
|
|
2021
Q4 | $555K | Buy |
+11,508
| New | +$555K | 0.06% | 63 |
|