Keystone Wealth Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
6,136
+33
| +0.5% | +$3.23K | 0.14% | 159 |
|
|
2025
Q1 | $536K | Buy |
6,103
+128
| +2% | +$11.2K | 0.15% | 145 |
|
|
2024
Q4 | $540K | Sell |
5,975
-164
| -3% | -$14.8K | 0.14% | 142 |
|
|
2024
Q3 | $496K | Sell |
6,139
-436
| -7% | -$35.2K | 0.14% | 147 |
|
|
2024
Q2 | $445K | Sell |
6,575
-389
| -6% | -$26.3K | 0.14% | 138 |
|
|
2024
Q1 | $419K | Sell |
6,964
-332
| -5% | -$20K | 0.14% | 141 |
|
|
2023
Q4 | $383K | Sell |
7,296
-1,803
| -20% | -$94.8K | 0.13% | 145 |
|
|
2023
Q3 | $485K | Sell |
9,099
-582
| -6% | -$31K | 0.18% | 119 |
|
|
2023
Q2 | $507K | Sell |
9,681
-1,497
| -13% | -$78.4K | 0.19% | 116 |
|
|
2023
Q1 | $549K | Buy |
11,178
+216
| +2% | +$10.6K | 0.22% | 103 |
|
|
2022
Q4 | $518K | Buy |
10,962
+4,008
| +58% | +$189K | 0.23% | 99 |
|
|
2022
Q3 | $301K | Buy |
6,954
+18
| +0.3% | +$779 | 0.14% | 118 |
|
|
2022
Q2 | $281K | Buy |
6,936
+6
| +0.1% | +$243 | 0.13% | 129 |
|
|
2022
Q1 | $344K | Buy |
6,930
+15
| +0.2% | +$745 | 0.14% | 126 |
|
|
2021
Q4 | $334K | Buy |
+6,915
| New | +$334K | 0.14% | 126 |
|