LJI 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 | $662K | Buy |
6,774
+60
| +0.9% | +$5.87K | 0.12% | 71 |
|
|
2025
Q1 | $589K | Sell |
6,714
-18
| -0.3% | -$1.58K | 0.12% | 76 |
|
|
2024
Q4 | $608K | Sell |
6,732
-363
| -5% | -$32.8K | 0.12% | 75 |
|
|
2024
Q3 | $573K | Buy |
7,095
+359
| +5% | +$29K | 0.12% | 93 |
|
|
2024
Q2 | $456K | Buy |
6,736
+4
| +0.1% | +$271 | 0.1% | 105 |
|
|
2024
Q1 | $405K | Buy |
6,732
+258
| +4% | +$15.5K | 0.1% | 95 |
|
|
2023
Q4 | $340K | Buy |
6,474
+390
| +6% | +$20.5K | 0.09% | 126 |
|
|
2023
Q3 | $324K | Buy |
6,084
+399
| +7% | +$21.3K | 0.09% | 114 |
|
|
2023
Q2 | $298K | Sell |
5,685
-153
| -3% | -$8.02K | 0.09% | 118 |
|
|
2023
Q1 | $287K | Hold |
5,838
| – | – | 0.09% | 118 |
|
|
2022
Q4 | $276K | Buy |
+5,838
| New | +$276K | 0.1% | 105 |
|