Liberty Wealth 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 | $622K | Buy |
6,361
+9
| +0.1% | +$880 | 0.1% | 109 |
|
|
2025
Q1 | $558K | Sell |
6,352
-127
| -2% | -$11.2K | 0.11% | 85 |
|
|
2024
Q4 | $585K | Buy |
6,479
+14
| +0.2% | +$1.27K | 0.1% | 106 |
|
|
2024
Q3 | $522K | Sell |
6,465
-47,773
| -88% | -$3.86M | 0.09% | 112 |
|
|
2024
Q2 | $346K | Buy |
54,238
+49,753
| +1,109% | +$317K | 0.06% | 138 |
|
|
2024
Q1 | $270K | Buy |
+4,485
| New | +$270K | 0.05% | 154 |
|
|
2023
Q3 | – | Sell |
-4,083
| Closed | -$214K | – | 198 |
|
|
2023
Q2 | $214K | Sell |
4,083
-22,509
| -85% | -$1.18M | 0.05% | 176 |
|
|
2023
Q1 | $1.26M | Buy |
+26,592
| New | +$1.26M | 0.26% | 61 |
|
|
2021
Q4 | – | Sell |
-2,385
| Closed | -$112K | – | 1107 |
|
|
2021
Q3 | $112K | Buy |
2,385
+114
| +5% | +$5.35K | 0.04% | 273 |
|
|
2021
Q2 | $107K | Sell |
2,271
-6
| -0.3% | -$283 | 0.04% | 209 |
|
|
2021
Q1 | $105K | Hold |
2,277
| – | – | 0.05% | 175 |
|
|
2020
Q4 | $105K | Sell |
2,277
-408
| -15% | -$18.8K | 0.05% | 173 |
|
|
2020
Q3 | $125K | Sell |
2,685
-12
| -0.4% | -$559 | 0.07% | 141 |
|
|
2020
Q2 | $108K | Buy |
2,697
+117
| +5% | +$4.69K | 0.08% | 141 |
|
|
2020
Q1 | $98K | Sell |
2,580
-183
| -7% | -$6.95K | 0.09% | 144 |
|
|
2019
Q4 | $109K | Sell |
2,763
-276
| -9% | -$10.9K | 0.09% | 151 |
|
|
2019
Q3 | $120K | Buy |
3,039
+561
| +23% | +$22.2K | 0.11% | 130 |
|
|
2019
Q2 | $91K | Buy |
2,478
+21
| +0.9% | +$771 | 0.08% | 178 |
|
|
2019
Q1 | $79K | Buy |
2,457
+12
| +0.5% | +$386 | 0.06% | 165 |
|
|
2018
Q4 | $76K | Buy |
+2,445
| New | +$76K | 0.06% | 152 |
|