McElhenny Sheffield Capital Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2M Buy
2025
Q2
$1.83M Sell
2025
Q1
$1.64M Sell
2024
Q4
$1.7M Sell
2024
Q3
$1.52M Sell
2024
Q2
$1.29M Sell
2024
Q1
$1.74M Buy
2023
Q4
$998K Sell
2023
Q3
$1.02M Sell
2023
Q2
$1,000K Sell
2023
Q1
$941K Buy
2022
Q4
$894K Hold
2022
Q3
$818K Hold
2022
Q2
$767K Hold
2022
Q1
$939K Sell
2021
Q4
$919K Sell
2021
Q3
$887K Buy