JTC Employer Solutions Trustee’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
4,500
| – | – | 0.04% | 84 |
|
|
2025
Q1 | $395K | Hold |
4,500
| – | – | 0.03% | 90 |
|
|
2024
Q4 | $408K | Buy |
4,500
+3,000
| +200% | +$272K | 0.03% | 90 |
|
|
2024
Q3 | $121K | Hold |
1,500
| – | – | 0.01% | 177 |
|
|
2024
Q2 | $102K | Hold |
1,500
| – | – | 0.01% | 192 |
|
|
2024
Q1 | $91K | Sell |
1,500
-3,000
| -67% | -$182K | 0.01% | 212 |
|
|
2023
Q4 | $236K | Hold |
4,500
| – | – | 0.02% | 112 |
|
|
2023
Q3 | $240K | Hold |
4,500
| – | – | 0.02% | 111 |
|
|
2023
Q2 | $236K | Hold |
4,500
| – | – | 0.02% | 112 |
|
|
2023
Q1 | $221K | Hold |
4,500
| – | – | 0.02% | 119 |
|
|
2022
Q4 | $213K | Hold |
4,500
| – | – | 0.02% | 122 |
|
|
2022
Q3 | $195K | Hold |
4,500
| – | – | 0.03% | 108 |
|
|
2022
Q2 | $182K | Sell |
4,500
-450
| -9% | -$18.2K | 0.02% | 106 |
|
|
2022
Q1 | $245K | Hold |
4,950
| – | – | 0.03% | 96 |
|
|
2021
Q4 | $239K | Hold |
4,950
| – | – | 0.03% | 96 |
|
|
2021
Q3 | $230K | Hold |
4,950
| – | – | 0.03% | 96 |
|
|
2021
Q2 | $233K | Buy |
+4,950
| New | +$233K | 0.03% | 85 |
|