Lyell 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 | $11.6M | Buy |
118,633
+14,620
| +14% | +$1.43M | 0.92% | 39 |
|
|
2025
Q1 | $9.13M | Buy |
104,013
+9,867
| +10% | +$866K | 0.85% | 41 |
|
|
2024
Q4 | $8.51M | Buy |
94,146
+11,416
| +14% | +$1.03M | 0.76% | 45 |
|
|
2024
Q3 | $6.68M | Buy |
82,730
+8,574
| +12% | +$692K | 0.61% | 56 |
|
|
2024
Q2 | $5.02M | Buy |
74,156
+68,349
| +1,177% | +$4.63M | 0.48% | 66 |
|
|
2024
Q1 | $349K | Buy |
5,807
+1,121
| +24% | +$67.5K | 0.04% | 161 |
|
|
2023
Q4 | $246K | Buy |
4,686
+105
| +2% | +$5.52K | 0.03% | 173 |
|
|
2023
Q3 | $244K | Hold |
4,581
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $240K | Sell |
4,581
-15
| -0.3% | -$786 | 0.03% | 169 |
|
|
2023
Q1 | $226K | Buy |
4,596
+15
| +0.3% | +$737 | 0.03% | 186 |
|
|
2022
Q4 | $217K | Buy |
+4,581
| New | +$217K | 0.03% | 182 |
|
|
2022
Q2 | – | Sell |
-4,626
| Closed | -$230K | – | 202 |
|
|
2022
Q1 | $230K | Buy |
4,626
+189
| +4% | +$9.4K | 0.03% | 184 |
|
|
2021
Q4 | $215K | Buy |
4,437
+114
| +3% | +$5.52K | 0.02% | 179 |
|
|
2021
Q3 | $201K | Hold |
4,323
| – | – | 0.02% | 178 |
|
|
2021
Q2 | $203K | Buy |
+4,323
| New | +$203K | 0.03% | 183 |
|