Massachusetts 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 | $2.79M | Buy |
28,504
+910
| +3% | +$89K | 1.57% | 17 |
|
|
2025
Q1 | $2.42M | Sell |
27,594
-10
| -0% | -$878 | 1.66% | 17 |
|
|
2024
Q4 | $2.49M | Buy |
27,604
+800
| +3% | +$72.3K | 1.54% | 19 |
|
|
2024
Q3 | $2.16M | Buy |
26,804
+2,150
| +9% | +$174K | 1.36% | 31 |
|
|
2024
Q2 | $1.67M | Buy |
24,654
+975
| +4% | +$66K | 1.12% | 40 |
|
|
2024
Q1 | $1.42M | Buy |
23,679
+3,750
| +19% | +$226K | 1% | 44 |
|
|
2023
Q4 | $1.05M | Buy |
19,929
+2,676
| +16% | +$141K | 0.85% | 51 |
|
|
2023
Q3 | $920K | Buy |
17,253
+1,050
| +6% | +$56K | 0.84% | 49 |
|
|
2023
Q2 | $849K | Buy |
16,203
+2,250
| +16% | +$118K | 0.81% | 52 |
|
|
2023
Q1 | $686K | Hold |
13,953
| – | – | 0.71% | 55 |
|
|
2022
Q4 | $669K | Buy |
+13,953
| New | +$669K | 0.65% | 56 |
|