Liberty One Investment 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 | $5.48M | Sell |
56,019
-7,594
| -12% | -$743K | 0.55% | 41 |
|
|
2025
Q1 | $5.58M | Sell |
63,613
-365
| -0.6% | -$32K | 0.57% | 37 |
|
|
2024
Q4 | $5.78M | Buy |
63,978
+902
| +1% | +$81.5K | 0.63% | 33 |
|
|
2024
Q3 | $5.09M | Buy |
63,076
+2,119
| +3% | +$171K | 0.52% | 40 |
|
|
2024
Q2 | $4.13M | Sell |
60,957
-1,216
| -2% | -$82.3K | 0.47% | 44 |
|
|
2024
Q1 | $3.74M | Buy |
62,173
+3,397
| +6% | +$204K | 0.42% | 49 |
|
|
2023
Q4 | $3.09M | Buy |
58,776
+2,583
| +5% | +$136K | 0.38% | 51 |
|
|
2023
Q3 | $3M | Buy |
56,193
+2,163
| +4% | +$115K | 0.43% | 39 |
|
|
2023
Q2 | $2.83M | Buy |
54,030
+1,686
| +3% | +$88.3K | 0.37% | 40 |
|
|
2023
Q1 | $2.57M | Buy |
52,344
+4,938
| +10% | +$243K | 0.35% | 44 |
|
|
2022
Q4 | $2.24M | Buy |
47,406
+1,917
| +4% | +$90.6K | 0.32% | 59 |
|
|
2022
Q3 | $1.97M | Buy |
45,489
+10,767
| +31% | +$466K | 0.32% | 54 |
|
|
2022
Q2 | $1.63M | Sell |
34,722
-7,506
| -18% | -$353K | 0.28% | 62 |
|
|
2022
Q1 | $2.1M | Buy |
42,228
+3,354
| +9% | +$166K | 0.32% | 58 |
|
|
2021
Q4 | $1.88M | Buy |
38,874
+2,997
| +8% | +$145K | 0.28% | 66 |
|
|
2021
Q3 | $1.67M | Buy |
35,877
+1,155
| +3% | +$53.7K | 0.28% | 66 |
|
|
2021
Q2 | $1.63M | Buy |
34,722
+2,022
| +6% | +$95K | 0.28% | 62 |
|
|
2021
Q1 | $1.48M | Buy |
32,700
+1,194
| +4% | +$54.1K | 0.26% | 65 |
|
|
2020
Q4 | $1.51M | Buy |
31,506
+537
| +2% | +$25.8K | 0.28% | 52 |
|
|
2020
Q3 | $1.44M | Sell |
30,969
-468
| -1% | -$21.8K | 0.3% | 45 |
|
|
2020
Q2 | $1.26M | Buy |
31,437
+216
| +0.7% | +$8.62K | 0.28% | 49 |
|
|
2020
Q1 | $1.18M | Sell |
31,221
-156
| -0.5% | -$5.91K | 0.3% | 42 |
|
|
2019
Q4 | $1.24M | Buy |
+31,377
| New | +$1.24M | 0.27% | 54 |
|