Meridian Financial Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Hold |
5,478
| – | – | 0.25% | 66 |
|
|
2025
Q1 | $481K | Buy |
5,478
+264
| +5% | +$23.2K | 0.24% | 65 |
|
|
2024
Q4 | $471K | Hold |
5,214
| – | – | 0.25% | 63 |
|
|
2024
Q3 | $421K | Buy |
5,214
+331
| +7% | +$26.7K | 0.21% | 70 |
|
|
2024
Q2 | $346K | Buy |
+4,883
| New | +$346K | 0.21% | 64 |
|
|
2023
Q3 | – | Sell |
-5,037
| Closed | -$264K | – | 91 |
|
|
2023
Q2 | $264K | Buy |
+5,037
| New | +$264K | 0.16% | 72 |
|
|
2022
Q3 | – | Sell |
-4,887
| Closed | -$206K | – | 87 |
|
|
2022
Q2 | $206K | Buy |
+4,887
| New | +$206K | 0.14% | 86 |
|
|
2022
Q1 | – | Sell |
-4,890
| Closed | -$235K | – | 85 |
|
|
2021
Q4 | $235K | Buy |
+4,890
| New | +$235K | 0.16% | 77 |
|