LifeSteps 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 | $1.04M | Buy |
10,653
+1,632
| +18% | +$160K | 0.72% | 28 |
|
|
2025
Q1 | $792K | Buy |
9,021
+498
| +6% | +$43.7K | 0.64% | 30 |
|
|
2024
Q4 | $770K | Buy |
8,523
+385
| +5% | +$34.8K | 0.59% | 30 |
|
|
2024
Q3 | $657K | Buy |
8,138
+10
| +0.1% | +$808 | 0.51% | 37 |
|
|
2024
Q2 | $550K | Buy |
8,128
+191
| +2% | +$12.9K | 0.45% | 42 |
|
|
2024
Q1 | $478K | Buy |
7,937
+101
| +1% | +$6.08K | 0.36% | 47 |
|
|
2023
Q4 | $412K | Buy |
+7,836
| New | +$412K | 0.37% | 51 |
|
|
2022
Q4 | – | Sell |
-5,661
| Closed | -$245K | – | 83 |
|
|
2022
Q3 | $245K | Sell |
5,661
-627
| -10% | -$27.1K | 0.28% | 63 |
|
|
2022
Q2 | $255K | Buy |
6,288
+600
| +11% | +$24.3K | 0.27% | 62 |
|
|
2022
Q1 | $282K | Sell |
5,688
-420
| -7% | -$20.8K | 0.21% | 68 |
|
|
2021
Q4 | $295K | Sell |
6,108
-300
| -5% | -$14.5K | 0.21% | 68 |
|
|
2021
Q3 | $298K | Sell |
6,408
-750
| -10% | -$34.9K | 0.23% | 64 |
|
|
2021
Q2 | $336K | Sell |
7,158
-513
| -7% | -$24.1K | 0.26% | 58 |
|
|
2021
Q1 | $347K | Buy |
7,671
+450
| +6% | +$20.4K | 0.29% | 54 |
|
|
2020
Q4 | $347K | Buy |
7,221
+1,110
| +18% | +$53.3K | 0.32% | 51 |
|
|
2020
Q3 | $285K | Buy |
+6,111
| New | +$285K | 0.3% | 58 |
|