Jupiter 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 | $1.19M | Buy |
11,832
+1,900
| +19% | +$192K | 0.6% | 34 |
|
|
2025
Q1 | $975K | Sell |
9,932
-2,550
| -20% | -$250K | 0.59% | 41 |
|
|
2024
Q4 | $1.13M | Buy |
12,482
+2,400
| +24% | +$217K | 0.57% | 41 |
|
|
2024
Q3 | $814K | Buy |
10,082
+2,742
| +37% | +$221K | 0.42% | 53 |
|
|
2024
Q2 | $504K | Buy |
7,340
+2,765
| +60% | +$190K | 0.27% | 63 |
|
|
2024
Q1 | $276K | Buy |
4,575
+2,550
| +126% | +$154K | 0.15% | 76 |
|
|
2023
Q4 | $106K | Hold |
2,025
| – | – | 0.06% | 86 |
|
|
2023
Q3 | $112K | Hold |
2,025
| – | – | 0.07% | 80 |
|
|
2023
Q2 | $106K | Buy |
+2,025
| New | +$106K | 0.09% | 68 |
|
|
2022
Q2 | – | Sell |
-2,025
| Closed | -$100K | – | 79 |
|
|
2022
Q1 | $100K | Buy |
+2,025
| New | +$100K | 0.06% | 80 |
|
|
2021
Q4 | – | Sell |
-2,025
| Closed | -$100K | – | 99 |
|
|
2021
Q3 | $100K | Buy |
+2,025
| New | +$100K | 0.05% | 93 |
|
|
2021
Q1 | – | Sell |
-6,000
| Closed | -$288K | – | 91 |
|
|
2020
Q4 | $288K | Buy |
+6,000
| New | +$288K | 0.18% | 66 |
|