Lockerman Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
5,542
-63
| -1% | -$6.16K | 0.73% | 34 |
|
|
2025
Q1 | $492K | Buy |
5,605
+370
| +7% | +$32.5K | 0.74% | 34 |
|
|
2024
Q4 | $473K | Sell |
5,235
-84
| -2% | -$7.59K | 0.81% | 34 |
|
|
2024
Q3 | $430K | Buy |
5,319
+106
| +2% | +$8.56K | 0.73% | 42 |
|
|
2024
Q2 | $353K | Sell |
5,213
-22
| -0.4% | -$1.49K | 0.64% | 49 |
|
|
2024
Q1 | $315K | Sell |
5,235
-72
| -1% | -$4.33K | 0.6% | 53 |
|
|
2023
Q4 | $279K | Buy |
5,307
+162
| +3% | +$8.51K | 0.64% | 52 |
|
|
2023
Q3 | $274K | Sell |
5,145
-171
| -3% | -$9.12K | 0.74% | 49 |
|
|
2023
Q2 | $279K | Buy |
5,316
+39
| +0.7% | +$2.04K | 0.77% | 46 |
|
|
2023
Q1 | $259K | Buy |
5,277
+798
| +18% | +$39.2K | 0.71% | 50 |
|
|
2022
Q4 | $212K | Buy |
+4,479
| New | +$212K | 0.62% | 66 |
|
|
2022
Q2 | – | Sell |
-5,028
| Closed | -$250K | – | 77 |
|
|
2022
Q1 | $250K | Buy |
+5,028
| New | +$250K | 0.68% | 54 |
|