Lewis Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
25,663
+20,740
| +421% | +$2.03M | 1.18% | 19 |
|
|
2025
Q1 | $432K | Sell |
4,923
-215
| -4% | -$18.9K | 0.36% | 72 |
|
|
2024
Q4 | $464K | Buy |
5,138
+74
| +1% | +$6.69K | 0.35% | 71 |
|
|
2024
Q3 | $409K | Buy |
5,064
+886
| +21% | +$71.5K | 0.3% | 84 |
|
|
2024
Q2 | $283K | Buy |
4,178
+21
| +0.5% | +$1.42K | 0.22% | 101 |
|
|
2024
Q1 | $250K | Buy |
4,157
+206
| +5% | +$12.4K | 0.21% | 104 |
|
|
2023
Q4 | $208K | Buy |
+3,951
| New | +$208K | 0.19% | 104 |
|