Lake Street Private 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 | $1.45M | Buy |
14,808
+461
| +3% | +$45.1K | 0.21% | 90 |
|
|
2025
Q1 | $1.26M | Buy |
14,347
+1,926
| +16% | +$169K | 0.21% | 93 |
|
|
2024
Q4 | $1.12M | Buy |
12,421
+1,628
| +15% | +$147K | 0.18% | 98 |
|
|
2024
Q3 | $872K | Sell |
10,793
-14,868
| -58% | -$1.2M | 0.14% | 118 |
|
|
2024
Q2 | $1.74M | Sell |
25,661
-1,494
| -6% | -$101K | 0.23% | 101 |
|
|
2024
Q1 | $1.63M | Buy |
27,155
+1,433
| +6% | +$86.2K | 0.23% | 112 |
|
|
2023
Q4 | $1.35M | Sell |
25,722
-6,504
| -20% | -$342K | 0.21% | 111 |
|
|
2023
Q3 | $1.75M | Buy |
32,226
+1,794
| +6% | +$97.2K | 0.31% | 90 |
|
|
2023
Q2 | $1.59M | Buy |
30,432
+189
| +0.6% | +$9.9K | 0.28% | 101 |
|
|
2023
Q1 | $1.49M | Buy |
30,243
+3,930
| +15% | +$193K | 0.28% | 102 |
|
|
2022
Q4 | $1.24M | Buy |
26,313
+9,873
| +60% | +$467K | 0.26% | 110 |
|
|
2022
Q3 | $711K | Buy |
16,440
+4,062
| +33% | +$176K | 0.16% | 135 |
|
|
2022
Q2 | $502K | Sell |
12,378
-3,834
| -24% | -$155K | 0.11% | 166 |
|
|
2022
Q1 | $805K | Sell |
16,212
-1,290
| -7% | -$64.1K | 0.14% | 139 |
|
|
2021
Q4 | $844K | Buy |
17,502
+4,923
| +39% | +$237K | 0.15% | 146 |
|
|
2021
Q3 | $584K | Buy |
12,579
+147
| +1% | +$6.83K | 0.14% | 131 |
|
|
2021
Q2 | $577K | Sell |
12,432
-1,107
| -8% | -$51.4K | 0.15% | 133 |
|
|
2021
Q1 | $613K | Sell |
13,539
-933
| -6% | -$42.2K | 0.17% | 125 |
|
|
2020
Q4 | $695K | Buy |
14,472
+540
| +4% | +$25.9K | 0.2% | 108 |
|
|
2020
Q3 | $650K | Sell |
13,932
-114
| -0.8% | -$5.32K | 0.22% | 102 |
|
|
2020
Q2 | $560K | Buy |
14,046
+4,122
| +42% | +$164K | 0.21% | 99 |
|
|
2020
Q1 | $376K | Sell |
9,924
-858
| -8% | -$32.5K | 0.17% | 107 |
|
|
2019
Q4 | $427K | Buy |
10,782
+1,926
| +22% | +$76.3K | 0.16% | 119 |
|
|
2019
Q3 | $350K | Buy |
8,856
+759
| +9% | +$30K | 0.16% | 118 |
|
|
2019
Q2 | $298K | Buy |
+8,097
| New | +$298K | 0.18% | 99 |
|