Menard Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
2,240
| – | – | 0.13% | 89 |
|
|
2025
Q1 | $221K | Buy |
2,240
+327
| +17% | +$32.2K | 0.15% | 92 |
|
|
2024
Q4 | $173K | Buy |
+1,913
| New | +$173K | 0.1% | 111 |
|
|
2024
Q1 | – | Sell |
-14,082
| Closed | -$740K | – | 112 |
|
|
2023
Q4 | $740K | Sell |
14,082
-4,674
| -25% | -$246K | 0.92% | 25 |
|
|
2023
Q3 | $1,000K | Buy |
+18,756
| New | +$1,000K | 1.45% | 16 |
|
|
2021
Q4 | – | Sell |
-5,133
| Closed | -$238K | – | 170 |
|
|
2021
Q3 | $238K | Sell |
5,133
-15,546
| -75% | -$721K | 0.21% | 140 |
|
|
2021
Q2 | $972K | Buy |
20,679
+60
| +0.3% | +$2.82K | 0.92% | 22 |
|
|
2021
Q1 | $934K | Sell |
20,619
-4,959
| -19% | -$225K | 1% | 23 |
|
|
2020
Q4 | $1.23M | Sell |
25,578
-33
| -0.1% | -$1.59K | 1.32% | 19 |
|
|
2020
Q3 | $1.2M | Buy |
25,611
+1,452
| +6% | +$67.8K | 1.38% | 19 |
|
|
2020
Q2 | $964K | Buy |
+24,159
| New | +$964K | 1.21% | 15 |
|
|
2020
Q1 | – | Sell |
-21,996
| Closed | -$871K | – | 120 |
|
|
2019
Q4 | $871K | Buy |
+21,996
| New | +$871K | 0.84% | 37 |
|