KWB Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
19,707
-410
| -2% | -$36K | 0.21% | 62 |
|
|
2025
Q1 | $1.82M | Hold |
20,117
| – | – | 0.22% | 60 |
|
|
2024
Q4 | $1.62M | Buy |
20,117
+3,206
| +19% | +$259K | 0.2% | 51 |
|
|
2024
Q3 | $1.15M | Sell |
16,911
-3,701
| -18% | -$251K | 0.15% | 57 |
|
|
2024
Q2 | $1.24M | Sell |
20,612
-273
| -1% | -$16.4K | 0.17% | 52 |
|
|
2024
Q1 | $1.26M | Sell |
20,885
-1,408
| -6% | -$84.7K | 0.17% | 52 |
|
|
2023
Q4 | $1.17M | Buy |
22,293
+12,726
| +133% | +$669K | 0.17% | 52 |
|
|
2023
Q3 | $501K | Sell |
9,567
-825
| -8% | -$43.2K | 0.08% | 72 |
|
|
2023
Q2 | $544K | Buy |
10,392
+408
| +4% | +$21.4K | 0.09% | 69 |
|
|
2023
Q1 | $472K | Buy |
9,984
+255
| +3% | +$12.1K | 0.09% | 75 |
|
|
2022
Q4 | $460K | Buy |
9,729
+309
| +3% | +$14.6K | 0.09% | 68 |
|
|
2022
Q3 | $407K | Sell |
9,420
-1,092
| -10% | -$47.2K | 0.08% | 68 |
|
|
2022
Q2 | $426K | Buy |
10,512
+444
| +4% | +$18K | 0.08% | 67 |
|
|
2022
Q1 | $486K | Hold |
10,068
| – | – | 0.08% | 56 |
|
|
2021
Q4 | $486K | Sell |
10,068
-1,098
| -10% | -$53K | 0.08% | 56 |
|
|
2021
Q3 | $519K | Buy |
11,166
+204
| +2% | +$9.48K | 0.09% | 54 |
|
|
2021
Q2 | $496K | Hold |
10,962
| – | – | 0.1% | 51 |
|
|
2021
Q1 | $496K | Buy |
10,962
+2,724
| +33% | +$123K | 0.09% | 51 |
|
|
2020
Q4 | $396K | Buy |
+8,238
| New | +$396K | 0.08% | 54 |
|