Linscomb Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
14,599
-3,074
| -17% | -$301K | 0.07% | 155 |
|
|
2025
Q1 | $1.55M | Sell |
17,673
-1,854
| -9% | -$163K | 0.08% | 151 |
|
|
2024
Q4 | $1.76M | Buy |
19,527
+1,652
| +9% | +$149K | 0.09% | 145 |
|
|
2024
Q3 | $1.44M | Sell |
17,875
-1,783
| -9% | -$144K | 0.07% | 147 |
|
|
2024
Q2 | $1.33M | Sell |
19,658
-336
| -2% | -$22.8K | 0.07% | 144 |
|
|
2024
Q1 | $1.2M | Sell |
19,994
-721
| -3% | -$43.4K | 0.06% | 149 |
|
|
2023
Q4 | $1.09M | Sell |
20,715
-2,055
| -9% | -$108K | 0.06% | 155 |
|
|
2023
Q3 | $1.21M | Sell |
22,770
-8,247
| -27% | -$440K | 0.07% | 147 |
|
|
2023
Q2 | $1.63M | Sell |
31,017
-729
| -2% | -$38.2K | 0.09% | 141 |
|
|
2023
Q1 | $1.56M | Sell |
31,746
-747
| -2% | -$36.7K | 0.08% | 144 |
|
|
2022
Q4 | $1.54M | Buy |
32,493
+2,907
| +10% | +$137K | 0.08% | 151 |
|
|
2022
Q3 | $1.28M | Sell |
29,586
-255
| -0.9% | -$11K | 0.08% | 145 |
|
|
2022
Q2 | $1.21M | Sell |
29,841
-1,077
| -3% | -$43.6K | 0.07% | 148 |
|
|
2022
Q1 | $1.54M | Buy |
30,918
+177
| +0.6% | +$8.79K | 0.07% | 150 |
|
|
2021
Q4 | $1.48M | Buy |
30,741
+78
| +0.3% | +$3.76K | 0.07% | 153 |
|
|
2021
Q3 | $1.43M | Sell |
30,663
-1,020
| -3% | -$47.4K | 0.07% | 147 |
|
|
2021
Q2 | $1.49M | Sell |
31,683
-276
| -0.9% | -$13K | 0.08% | 143 |
|
|
2021
Q1 | $1.45M | Buy |
31,959
+405
| +1% | +$18.3K | 0.08% | 141 |
|
|
2020
Q4 | $1.52M | Buy |
31,554
+2,163
| +7% | +$104K | 0.09% | 133 |
|
|
2020
Q3 | $1.37M | Sell |
29,391
-1,242
| -4% | -$57.9K | 0.09% | 126 |
|
|
2020
Q2 | $1.22M | Buy |
30,633
+1,728
| +6% | +$69K | 0.09% | 129 |
|
|
2020
Q1 | $1.1M | Sell |
28,905
-1,572
| -5% | -$59.6K | 0.1% | 125 |
|
|
2019
Q4 | $1.21M | Buy |
30,477
+6,954
| +30% | +$275K | 0.08% | 180 |
|
|
2019
Q3 | $931K | Buy |
23,523
+291
| +1% | +$11.5K | 0.07% | 131 |
|
|
2019
Q2 | $856K | Buy |
23,232
+447
| +2% | +$16.5K | 0.07% | 133 |
|
|
2019
Q1 | $741K | Sell |
22,785
-2,055
| -8% | -$66.8K | 0.06% | 143 |
|
|
2018
Q4 | $771K | Buy |
24,840
+1,737
| +8% | +$53.9K | 0.07% | 131 |
|
|
2018
Q3 | $723K | Sell |
23,103
-2,478
| -10% | -$77.5K | 0.06% | 143 |
|
|
2018
Q2 | $730K | Sell |
25,581
-666
| -3% | -$19K | 0.06% | 141 |
|
|
2018
Q1 | $778K | Sell |
26,247
-1,047
| -4% | -$31K | 0.07% | 131 |
|
|
2017
Q4 | $898K | Buy |
27,294
+534
| +2% | +$17.6K | 0.07% | 122 |
|
|
2017
Q3 | $697K | Sell |
26,760
-474
| -2% | -$12.3K | 0.06% | 139 |
|
|
2017
Q2 | $687K | Buy |
27,234
+1,530
| +6% | +$38.6K | 0.06% | 134 |
|
|
2017
Q1 | $618K | Sell |
25,704
-3,171
| -11% | -$76.2K | 0.06% | 147 |
|
|
2016
Q4 | $665K | Sell |
28,875
-210
| -0.7% | -$4.84K | 0.06% | 146 |
|
|
2016
Q3 | $699K | Buy |
29,085
+1,203
| +4% | +$28.9K | 0.07% | 131 |
|
|
2016
Q2 | $679K | Buy |
27,882
+3,510
| +14% | +$85.5K | 0.07% | 132 |
|
|
2016
Q1 | $556K | Sell |
24,372
-954
| -4% | -$21.8K | 0.06% | 146 |
|
|
2015
Q4 | $518K | Sell |
25,326
-1,032
| -4% | -$21.1K | 0.06% | 149 |
|
|
2015
Q3 | $570K | Sell |
26,358
-7,143
| -21% | -$154K | 0.07% | 141 |
|
|
2015
Q2 | $792K | Buy |
33,501
+7,242
| +28% | +$171K | 0.09% | 124 |
|
|
2015
Q1 | $720K | Sell |
26,259
-3,150
| -11% | -$86.4K | 0.08% | 133 |
|
|
2014
Q4 | $842K | Sell |
29,409
-687
| -2% | -$19.7K | 0.09% | 123 |
|
|
2014
Q3 | $767K | Sell |
30,096
-2,397
| -7% | -$61.1K | 0.08% | 131 |
|
|
2014
Q2 | $813K | Sell |
32,493
-1,149
| -3% | -$28.7K | 0.09% | 125 |
|
|
2014
Q1 | $857K | Buy |
33,642
+5,868
| +21% | +$149K | 0.09% | 120 |
|
|
2013
Q4 | $729K | Sell |
27,774
-5,610
| -17% | -$147K | 0.09% | 124 |
|
|
2013
Q3 | $823K | Sell |
33,384
-939
| -3% | -$23.1K | 0.11% | 106 |
|
|
2013
Q2 | $852K | Buy |
+34,323
| New | +$852K | 0.12% | 99 |
|