Latitude Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
4,618
+79
| +2% | +$7.73K | 0.23% | 100 |
|
|
2025
Q1 | $398K | Buy |
4,539
+264
| +6% | +$23.2K | 0.23% | 103 |
|
|
2024
Q4 | $386K | Buy |
4,275
+44
| +1% | +$3.98K | 0.22% | 104 |
|
|
2024
Q3 | $342K | Buy |
4,231
+88
| +2% | +$7.11K | 0.19% | 122 |
|
|
2024
Q2 | $281K | Buy |
4,143
+231
| +6% | +$15.6K | 0.17% | 125 |
|
|
2024
Q1 | $235K | Sell |
3,912
-345
| -8% | -$20.8K | 0.15% | 147 |
|
|
2023
Q4 | $224K | Sell |
4,257
-231
| -5% | -$12.1K | 0.16% | 148 |
|
|
2023
Q3 | $239K | Buy |
4,488
+306
| +7% | +$16.3K | 0.17% | 135 |
|
|
2023
Q2 | $219K | Sell |
4,182
-192
| -4% | -$10.1K | 0.15% | 145 |
|
|
2023
Q1 | $215K | Sell |
4,374
-513
| -10% | -$25.2K | 0.16% | 154 |
|
|
2022
Q4 | $231K | Sell |
4,887
-12
| -0.2% | -$567 | 0.17% | 137 |
|
|
2022
Q3 | $212K | Buy |
+4,899
| New | +$212K | 0.18% | 133 |
|
|
2022
Q2 | – | Sell |
-11,910
| Closed | -$591K | – | 323 |
|
|
2022
Q1 | $591K | Buy |
11,910
+4,005
| +51% | +$199K | 0.13% | 158 |
|
|
2021
Q4 | $381K | Buy |
7,905
+171
| +2% | +$8.24K | 0.11% | 195 |
|
|
2021
Q3 | $359K | Buy |
+7,734
| New | +$359K | 0.11% | 177 |
|