Lockerman Financial Group’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,343	Closed	-$551K	–	125
2025 Q3	$551K	Sell	5,343 -199	-4%	-$19.8K	0.69%	34
2025 Q2	$542K	Sell	5,542 -63	-1%	-$6K	0.73%	34
2025 Q1	$492K	Buy	5,605 +370	+7%	+$34.7K	0.74%	34
2024 Q4	$473K	Sell	5,235 -84	-2%	-$7.29K	0.81%	34
2024 Q3	$430K	Buy	5,319 +106	+2%	+$7.79K	0.73%	42
2024 Q2	$353K	Sell	5,213 -22	-0.4%	-$1.39K	0.64%	49
2024 Q1	$315K	Sell	5,235 -72	-1%	-$4.12K	0.6%	53
2023 Q4	$279K	Buy	5,307 +162	+3%	+$8.57K	0.64%	52
2023 Q3	$274K	Sell	5,145 -171	-3%	-$9.1K	0.74%	49
2023 Q2	$279K	Buy	5,316 +39	+0.7%	+$1.97K	0.77%	46
2023 Q1	$259K	Buy	5,277 +798	+18%	+$37.9K	0.71%	50
2022 Q4	$212K	Buy	+4,479	New	+$213K	0.62%	66
2022 Q2	–	Sell	-5,028	Closed	-$250K	–	77
2022 Q1	$250K	Buy	+5,028	New	+$236K	0.68%	54