Lee Financial’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 |
14,779
+838
| +6% | +$81.9K | 0.21% | 59 |
|
|
2025
Q1 | $1.23M | Sell |
13,941
-157
| -1% | -$13.8K | 0.19% | 57 |
|
|
2024
Q4 | $1.28M | Buy |
14,098
+10
| +0.1% | +$905 | 0.18% | 60 |
|
|
2024
Q3 | $1.14M | Buy |
14,088
+907
| +7% | +$73.2K | 0.16% | 71 |
|
|
2024
Q2 | $892K | Buy |
13,181
+424
| +3% | +$28.7K | 0.15% | 76 |
|
|
2024
Q1 | $770K | Buy |
12,757
+529
| +4% | +$31.9K | 0.13% | 82 |
|
|
2023
Q4 | $644K | Buy |
12,228
+246
| +2% | +$13K | 0.11% | 84 |
|
|
2023
Q3 | $639K | Buy |
11,982
+99
| +0.8% | +$5.28K | 0.12% | 78 |
|
|
2023
Q2 | $623K | Sell |
11,883
-1,908
| -14% | -$100K | 0.11% | 79 |
|
|
2023
Q1 | $680K | Sell |
13,791
-297
| -2% | -$14.6K | 0.12% | 72 |
|
|
2022
Q4 | $666K | Hold |
14,088
| – | – | 0.11% | 83 |
|
|
2022
Q3 | $609K | Buy |
14,088
+66
| +0.5% | +$2.85K | 0.11% | 85 |
|
|
2022
Q2 | $568K | Sell |
14,022
-18
| -0.1% | -$729 | 0.1% | 87 |
|
|
2022
Q1 | $697K | Buy |
14,040
+1,119
| +9% | +$55.6K | 0.12% | 81 |
|
|
2021
Q4 | $623K | Buy |
12,921
+30
| +0.2% | +$1.45K | 0.12% | 88 |
|
|
2021
Q3 | $599K | Buy |
12,891
+15
| +0.1% | +$697 | 0.12% | 85 |
|
|
2021
Q2 | $605K | Sell |
12,876
-27
| -0.2% | -$1.27K | 0.13% | 85 |
|
|
2021
Q1 | $584K | Buy |
12,903
+2,586
| +25% | +$117K | 0.14% | 80 |
|
|
2020
Q4 | $496K | Sell |
10,317
-6
| -0.1% | -$288 | 0.13% | 83 |
|
|
2020
Q3 | $481K | Buy |
10,323
+171
| +2% | +$7.97K | 0.13% | 82 |
|
|
2020
Q2 | $405K | Sell |
10,152
-747
| -7% | -$29.8K | 0.11% | 88 |
|
|
2020
Q1 | $413K | Buy |
10,899
+1,800
| +20% | +$68.2K | 0.14% | 75 |
|
|
2019
Q4 | $360K | Hold |
9,099
| – | – | 0.08% | 97 |
|
|
2019
Q3 | $360K | Sell |
9,099
-399
| -4% | -$15.8K | 0.08% | 98 |
|
|
2019
Q2 | $350K | Buy |
9,498
+762
| +9% | +$28.1K | 0.08% | 98 |
|
|
2019
Q1 | $284K | Buy |
8,736
+2,493
| +40% | +$81K | 0.07% | 106 |
|
|
2018
Q4 | $194K | Hold |
6,243
| – | – | 0.05% | 119 |
|
|
2018
Q3 | $195K | Sell |
6,243
-3,693
| -37% | -$115K | 0.05% | 128 |
|
|
2018
Q2 | $284K | Sell |
9,936
-4,185
| -30% | -$120K | 0.07% | 129 |
|
|
2018
Q1 | $418K | Buy |
14,121
+8,913
| +171% | +$264K | 0.11% | 93 |
|
|
2017
Q4 | $171K | Buy |
5,208
+264
| +5% | +$8.67K | 0.05% | 122 |
|
|
2017
Q3 | $129K | Sell |
4,944
-1,371
| -22% | -$35.8K | 0.04% | 130 |
|
|
2017
Q2 | $159K | Buy |
6,315
+171
| +3% | +$4.31K | 0.06% | 121 |
|
|
2017
Q1 | $148K | Hold |
6,144
| – | – | 0.06% | 119 |
|
|
2016
Q4 | $142K | Buy |
+6,144
| New | +$142K | 0.08% | 119 |
|