Keystone Financial Group (Kentucky)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
29,592
+5,077
| +21% | +$496K | 0.26% | 76 |
|
|
2025
Q1 | $2.15M | Buy |
24,515
+2,892
| +13% | +$254K | 0.22% | 91 |
|
|
2024
Q4 | $1.95M | Buy |
21,623
+1,285
| +6% | +$116K | 0.19% | 94 |
|
|
2024
Q3 | $1.64M | Buy |
20,338
+476
| +2% | +$38.4K | 0.21% | 83 |
|
|
2024
Q2 | $1.34M | Buy |
19,862
+601
| +3% | +$40.7K | 0.48% | 38 |
|
|
2024
Q1 | $1.16M | Sell |
19,261
-2,570
| -12% | -$155K | 0.17% | 96 |
|
|
2023
Q4 | $1.15M | Sell |
21,831
-1,524
| -7% | -$80.1K | 0.2% | 82 |
|
|
2023
Q3 | $1.25M | Buy |
23,355
+138
| +0.6% | +$7.36K | 0.21% | 83 |
|
|
2023
Q2 | $1.22M | Buy |
+23,217
| New | +$1.22M | 0.21% | 87 |
|
|
2022
Q4 | $1.1M | Sell |
23,190
-975
| -4% | -$46.1K | 0.22% | 89 |
|
|
2022
Q3 | $1.05M | Buy |
24,165
+141
| +0.6% | +$6.1K | 0.21% | 90 |
|
|
2022
Q2 | $974K | Sell |
24,024
-3,468
| -13% | -$141K | 0.19% | 94 |
|
|
2022
Q1 | $1.37M | Buy |
27,492
+1,947
| +8% | +$96.7K | 0.23% | 86 |
|
|
2021
Q4 | $1.23M | Hold |
25,545
| – | – | 0.2% | 93 |
|
|
2021
Q3 | $1.19M | Buy |
25,545
+531
| +2% | +$24.7K | 0.21% | 91 |
|
|
2021
Q2 | $1.18M | Buy |
25,014
+327
| +1% | +$15.4K | 0.21% | 92 |
|
|
2021
Q1 | $1.12M | Buy |
24,687
+1,227
| +5% | +$55.6K | 0.22% | 92 |
|
|
2020
Q4 | $1.13M | Sell |
23,460
-180
| -0.8% | -$8.65K | 0.23% | 89 |
|
|
2020
Q3 | $1.1M | Buy |
23,640
+3,621
| +18% | +$169K | 0.27% | 82 |
|
|
2020
Q2 | $799K | Buy |
20,019
+2,400
| +14% | +$95.8K | 0.22% | 105 |
|
|
2020
Q1 | $667K | Sell |
17,619
-672
| -4% | -$25.4K | 0.22% | 101 |
|
|
2019
Q4 | $725K | Sell |
18,291
-195
| -1% | -$7.73K | 0.19% | 105 |
|
|
2019
Q3 | $731K | Sell |
18,486
-570
| -3% | -$22.5K | 0.22% | 95 |
|
|
2019
Q2 | $702K | Buy |
19,056
+78
| +0.4% | +$2.87K | 0.23% | 99 |
|
|
2019
Q1 | $617K | Buy |
18,978
+7,608
| +67% | +$247K | 0.22% | 103 |
|
|
2018
Q4 | $353K | Sell |
11,370
-690
| -6% | -$21.4K | 0.16% | 121 |
|
|
2018
Q3 | $380K | Buy |
12,060
+4,221
| +54% | +$133K | 0.16% | 125 |
|
|
2018
Q2 | $220K | Buy |
7,839
+126
| +2% | +$3.54K | 0.12% | 153 |
|
|
2018
Q1 | $220K | Buy |
+7,713
| New | +$220K | 0.12% | 141 |
|