Keebeck 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 | $2.52M | Buy |
25,727
+1,332
| +5% | +$130K | 0.33% | 79 |
|
|
2025
Q1 | $2.15M | Sell |
24,395
-483
| -2% | -$42.5K | 0.32% | 89 |
|
|
2024
Q4 | $2.25M | Buy |
24,878
+701
| +3% | +$63.5K | 0.32% | 80 |
|
|
2024
Q3 | $1.95M | Buy |
24,177
+58
| +0.2% | +$4.68K | 0.28% | 94 |
|
|
2024
Q2 | $1.63M | Sell |
24,119
-1,040
| -4% | -$70.4K | 0.24% | 104 |
|
|
2024
Q1 | $1.52M | Sell |
25,159
-299
| -1% | -$18.1K | 0.22% | 115 |
|
|
2023
Q4 | $1.34M | Buy |
25,458
+1,134
| +5% | +$59.8K | 0.22% | 111 |
|
|
2023
Q3 | $1.3M | Buy |
24,324
+3
| +0% | +$160 | 0.23% | 104 |
|
|
2023
Q2 | $1.27M | Buy |
24,321
+6
| +0% | +$314 | 0.18% | 110 |
|
|
2023
Q1 | $1.2M | Sell |
24,315
-165
| -0.7% | -$8.14K | 0.19% | 104 |
|
|
2022
Q4 | $1.16M | Sell |
24,480
-816
| -3% | -$38.7K | 0.2% | 102 |
|
|
2022
Q3 | $1.09M | Sell |
25,296
-15,369
| -38% | -$665K | 0.21% | 103 |
|
|
2022
Q2 | $1.65M | Buy |
40,665
+4,599
| +13% | +$186K | 0.32% | 73 |
|
|
2022
Q1 | $1.8M | Sell |
36,066
-1,092
| -3% | -$54.4K | 0.3% | 85 |
|
|
2021
Q4 | $1.8M | Buy |
37,158
+1,095
| +3% | +$53K | 0.32% | 74 |
|
|
2021
Q3 | $1.68M | Sell |
36,063
-8,349
| -19% | -$388K | 0.33% | 73 |
|
|
2021
Q2 | $2.09M | Buy |
44,412
+1,788
| +4% | +$84.1K | 0.3% | 69 |
|
|
2021
Q1 | $1.94M | Sell |
42,624
-333
| -0.8% | -$15.1K | 0.3% | 66 |
|
|
2020
Q4 | $2.07M | Buy |
42,957
+2,760
| +7% | +$133K | 0.36% | 57 |
|
|
2020
Q3 | $1.87M | Buy |
40,197
+6,336
| +19% | +$295K | 0.39% | 51 |
|
|
2020
Q2 | $1.35M | Hold |
33,861
| – | – | 0.43% | 53 |
|
|
2020
Q1 | $1.29M | Buy |
33,861
+8,553
| +34% | +$325K | 0.54% | 40 |
|
|
2019
Q4 | $1.01M | Buy |
+25,308
| New | +$1.01M | 0.32% | 62 |
|