JPL 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 | $5.25M | Buy |
53,715
+1,244
| +2% | +$122K | 1.42% | 19 |
|
|
2025
Q1 | $4.61M | Sell |
52,471
-5,729
| -10% | -$503K | 1.31% | 23 |
|
|
2024
Q4 | $5.26M | Buy |
+58,200
| New | +$5.26M | 1.51% | 15 |
|
|
2024
Q2 | $3.05M | Buy |
45,054
+2,082
| +5% | +$141K | 1.49% | 20 |
|
|
2024
Q1 | $2.59M | Buy |
42,972
+10,212
| +31% | +$614K | 1.43% | 23 |
|
|
2023
Q4 | $1.72M | Buy |
+32,760
| New | +$1.72M | 1.24% | 28 |
|