Koss-Olinger Consulting’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
5,634
-310
| -5% | -$30.3K | 0.05% | 187 |
|
|
2025
Q1 | $522K | Buy |
+5,944
| New | +$522K | 0.04% | 189 |
|
|
2024
Q4 | – | Sell |
-5,039
| Closed | -$407K | – | 294 |
|
|
2024
Q3 | $407K | Buy |
5,039
+2,045
| +68% | +$165K | 0.04% | 186 |
|
|
2024
Q2 | $203K | Buy |
+2,994
| New | +$203K | 0.02% | 245 |
|
|
2024
Q1 | – | Sell |
-6,435
| Closed | -$338K | – | 320 |
|
|
2023
Q4 | $338K | Buy |
6,435
+24
| +0.4% | +$1.26K | 0.03% | 225 |
|
|
2023
Q3 | $342K | Sell |
6,411
-198
| -3% | -$10.6K | 0.05% | 170 |
|
|
2023
Q2 | $346K | Hold |
6,609
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $325K | Buy |
6,609
+2,226
| +51% | +$109K | 0.04% | 168 |
|
|
2022
Q4 | $207K | Buy |
+4,383
| New | +$207K | 0.03% | 207 |
|
|
2021
Q3 | – | Sell |
-4,374
| Closed | -$206K | – | 278 |
|
|
2021
Q2 | $206K | Sell |
4,374
-1,146
| -21% | -$54K | 0.03% | 222 |
|
|
2021
Q1 | $250K | Buy |
+5,520
| New | +$250K | 0.04% | 194 |
|