Lion Street Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Buy |
7,592
+423
| +6% | +$41.4K | 0.23% | 98 |
|
|
2025
Q1 | $629K | Buy |
7,169
+1,574
| +28% | +$138K | 0.2% | 110 |
|
|
2024
Q4 | $506K | Buy |
5,595
+1,206
| +27% | +$109K | 0.16% | 135 |
|
|
2024
Q3 | $354K | Sell |
4,389
-350
| -7% | -$28.3K | 0.12% | 179 |
|
|
2024
Q2 | $321K | Buy |
4,739
+3,050
| +181% | +$207K | 0.12% | 186 |
|
|
2024
Q1 | $266K | Sell |
1,689
-3,378
| -67% | -$533K | 0.11% | 197 |
|
|
2023
Q4 | $266K | Sell |
5,067
-1,479
| -23% | -$77.7K | 0.11% | 197 |
|
|
2023
Q3 | $349K | Sell |
6,546
-222
| -3% | -$11.8K | 0.11% | 157 |
|
|
2023
Q2 | $337K | Buy |
6,768
+291
| +4% | +$14.5K | 0.11% | 158 |
|
|
2023
Q1 | $318K | Buy |
+6,477
| New | +$318K | 0.1% | 171 |
|
|
2020
Q2 | – | Sell |
-603
| Closed | -$23K | – | 415 |
|
|
2020
Q1 | $23K | Buy |
+603
| New | +$23K | 0.13% | 89 |
|