Key Financial Inc’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
4,494
+351
| +8% | +$34.3K | 0.09% | 180 |
|
|
2025
Q1 | $364K | Hold |
4,143
| – | – | 0.08% | 192 |
|
|
2024
Q4 | $374K | Sell |
4,143
-435
| -10% | -$39.3K | 0.09% | 179 |
|
|
2024
Q3 | $370K | Buy |
4,578
+75
| +2% | +$6.06K | 0.08% | 183 |
|
|
2024
Q2 | $305K | Hold |
4,503
| – | – | 0.07% | 192 |
|
|
2024
Q1 | $271K | Hold |
4,503
| – | – | 0.07% | 199 |
|
|
2023
Q4 | $237K | Sell |
4,503
-261
| -5% | -$13.7K | 0.06% | 201 |
|
|
2023
Q3 | $254K | Buy |
4,764
+48
| +1% | +$2.56K | 0.09% | 177 |
|
|
2023
Q2 | $247K | Buy |
4,716
+507
| +12% | +$26.6K | 0.08% | 182 |
|
|
2023
Q1 | $207K | Hold |
4,209
| – | – | 0.08% | 192 |
|
|
2022
Q4 | $182K | Hold |
4,209
| – | – | 0.09% | 172 |
|
|
2022
Q3 | $182K | Hold |
4,209
| – | – | 0.09% | 174 |
|
|
2022
Q2 | $172K | Buy |
4,209
+186
| +5% | +$7.6K | 0.09% | 166 |
|
|
2022
Q1 | $200K | Buy |
4,023
+1,272
| +46% | +$63.2K | 0.1% | 164 |
|
|
2021
Q4 | $133K | Sell |
2,751
-300
| -10% | -$14.5K | 0.07% | 194 |
|
|
2021
Q3 | $142K | Buy |
3,051
+300
| +11% | +$14K | 0.08% | 181 |
|
|
2021
Q2 | $131K | Hold |
2,751
| – | – | 0.07% | 190 |
|
|
2021
Q1 | $125K | Buy |
2,751
+348
| +14% | +$15.8K | 0.08% | 176 |
|
|
2020
Q4 | $115K | Buy |
+2,403
| New | +$115K | 0.09% | 168 |
|
|
2020
Q2 | – | Sell |
-1,818
| Closed | -$70K | – | 652 |
|
|
2020
Q1 | $70K | Buy |
+1,818
| New | +$70K | 0.07% | 189 |
|