Larson Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
49,705
+4,677
| +10% | +$457K | 0.19% | 104 |
|
|
2025
Q1 | $3.95M | Buy |
45,028
+11,252
| +33% | +$988K | 0.19% | 101 |
|
|
2024
Q4 | $3.05M | Sell |
33,776
-4,749
| -12% | -$429K | 0.16% | 118 |
|
|
2024
Q3 | $3.11M | Buy |
38,525
+8,077
| +27% | +$652K | 0.18% | 109 |
|
|
2024
Q2 | $2.06M | Buy |
30,448
+2,853
| +10% | +$193K | 0.14% | 128 |
|
|
2024
Q1 | $1.66M | Sell |
27,595
-314
| -1% | -$18.9K | 0.13% | 138 |
|
|
2023
Q4 | $1.47M | Buy |
27,909
+9,696
| +53% | +$510K | 0.13% | 141 |
|
|
2023
Q3 | $971K | Buy |
18,213
+3,153
| +21% | +$168K | 0.1% | 158 |
|
|
2023
Q2 | $789K | Buy |
15,060
+666
| +5% | +$34.9K | 0.08% | 166 |
|
|
2023
Q1 | $707K | Buy |
14,394
+8,859
| +160% | +$435K | 0.08% | 174 |
|
|
2022
Q4 | $262K | Sell |
5,535
-318
| -5% | -$15K | 0.03% | 264 |
|
|
2022
Q3 | $253K | Buy |
5,853
+555
| +10% | +$24K | 0.04% | 247 |
|
|
2022
Q2 | $215K | Buy |
5,298
+9
| +0.2% | +$365 | 0.04% | 183 |
|
|
2022
Q1 | $263K | Buy |
5,289
+3
| +0.1% | +$149 | 0.04% | 169 |
|
|
2021
Q4 | $255K | Buy |
5,286
+672
| +15% | +$32.4K | 0.04% | 175 |
|
|
2021
Q3 | $214K | Buy |
4,614
+1,068
| +30% | +$49.5K | 0.04% | 143 |
|
|
2021
Q2 | $167K | Sell |
3,546
-9
| -0.3% | -$424 | 0.04% | 143 |
|
|
2021
Q1 | $161K | Sell |
3,555
-690
| -16% | -$31.2K | 0.05% | 128 |
|
|
2020
Q4 | $204K | Buy |
4,245
+2,676
| +171% | +$129K | 0.07% | 99 |
|
|
2020
Q3 | $73K | Sell |
1,569
-4,989
| -76% | -$232K | 0.03% | 155 |
|
|
2020
Q2 | $262K | Buy |
6,558
+4,839
| +282% | +$193K | 0.12% | 80 |
|
|
2020
Q1 | $65K | Buy |
1,719
+507
| +42% | +$19.2K | 0.04% | 142 |
|
|
2019
Q4 | $48K | Buy |
1,212
+75
| +7% | +$2.97K | 0.03% | 157 |
|
|
2019
Q3 | $45K | Hold |
1,137
| – | – | 0.03% | 155 |
|
|
2019
Q2 | $42K | Sell |
1,137
-12
| -1% | -$443 | 0.03% | 137 |
|
|
2019
Q1 | $37K | Sell |
1,149
-600
| -34% | -$19.3K | 0.03% | 132 |
|
|
2018
Q4 | $54K | Buy |
+1,749
| New | +$54K | 0.05% | 108 |
|