McElhenny Sheffield Capital 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 | $1.83M | Sell |
18,696
-1
| -0% | -$98 | 0.49% | 15 |
|
|
2025
Q1 | $1.64M | Sell |
18,697
-106
| -0.6% | -$9.31K | 0.62% | 13 |
|
|
2024
Q4 | $1.7M | Sell |
18,803
-17
| -0.1% | -$1.54K | 0.57% | 15 |
|
|
2024
Q3 | $1.52M | Sell |
18,820
-174
| -0.9% | -$14.1K | 0.5% | 14 |
|
|
2024
Q2 | $1.29M | Sell |
18,994
-9,991
| -34% | -$676K | 0.44% | 17 |
|
|
2024
Q1 | $1.74M | Buy |
28,985
+10,001
| +53% | +$602K | 0.62% | 14 |
|
|
2023
Q4 | $998K | Sell |
18,984
-87
| -0.5% | -$4.57K | 0.41% | 22 |
|
|
2023
Q3 | $1.02M | Sell |
19,071
-6
| -0% | -$320 | 0.52% | 17 |
|
|
2023
Q2 | $1,000K | Sell |
19,077
-78
| -0.4% | -$4.09K | 0.43% | 20 |
|
|
2023
Q1 | $941K | Buy |
19,155
+237
| +1% | +$11.6K | 0.5% | 28 |
|
|
2022
Q4 | $894K | Hold |
18,918
| – | – | 0.41% | 31 |
|
|
2022
Q3 | $818K | Hold |
18,918
| – | – | 0.62% | 31 |
|
|
2022
Q2 | $767K | Hold |
18,918
| – | – | 0.36% | 39 |
|
|
2022
Q1 | $939K | Sell |
18,918
-141
| -0.7% | -$7K | 0.33% | 40 |
|
|
2021
Q4 | $919K | Sell |
19,059
-24
| -0.1% | -$1.16K | 0.34% | 42 |
|
|
2021
Q3 | $887K | Buy |
+19,083
| New | +$887K | 0.4% | 35 |
|