Masso Torrence 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 | $1.2M | Sell |
12,233
-783
| -6% | -$76.6K | 0.55% | 35 |
|
2025
Q1 | $1.14M | Buy |
13,016
+2,087
| +19% | +$183K | 0.61% | 34 |
|
2024
Q4 | $987K | Buy |
10,929
+515
| +5% | +$46.5K | 0.52% | 37 |
|
2024
Q3 | $841K | Sell |
10,414
-34
| -0.3% | -$2.75K | 0.45% | 42 |
|
2024
Q2 | $707K | Buy |
10,448
+602
| +6% | +$40.8K | 0.39% | 48 |
|
2024
Q1 | $592K | Buy |
9,846
+2,067
| +27% | +$124K | 0.35% | 52 |
|
2023
Q4 | $409K | Buy |
7,779
+1,671
| +27% | +$87.8K | 0.28% | 59 |
|
2023
Q3 | $326K | Buy |
6,108
+834
| +16% | +$44.5K | 0.25% | 62 |
|
2023
Q2 | $276K | Buy |
5,274
+321
| +6% | +$16.8K | 0.2% | 71 |
|
2023
Q1 | $243K | Buy |
4,953
+399
| +9% | +$19.6K | 0.19% | 75 |
|
2022
Q4 | $215K | Buy |
+4,554
| New | +$215K | 0.17% | 82 |
|
2022
Q1 | – | Sell |
-2,121
| Closed | -$102K | – | 359 |
|
2021
Q4 | $102K | Buy |
+2,121
| New | +$102K | 0.07% | 112 |
|