Meridian 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 | $14.5M | Sell |
147,792
-12,282
| -8% | -$1.2M | 0.62% | 27 |
|
|
2025
Q1 | $14.1M | Buy |
160,074
+8,845
| +6% | +$777K | 0.68% | 24 |
|
|
2024
Q4 | $13.7M | Buy |
151,229
+6,780
| +5% | +$613K | 0.65% | 24 |
|
|
2024
Q3 | $11.7M | Buy |
+144,449
| New | +$11.7M | 0.57% | 34 |
|
|
2024
Q1 | – | Sell |
-141,330
| Closed | -$7.43M | – | 577 |
|
|
2023
Q4 | $7.43M | Buy |
141,330
+59,667
| +73% | +$3.14M | 0.47% | 42 |
|
|
2023
Q3 | $4.35M | Sell |
81,663
-1,836
| -2% | -$97.9K | 0.27% | 79 |
|
|
2023
Q2 | $4.37M | Sell |
83,499
-12,360
| -13% | -$648K | 0.37% | 55 |
|
|
2023
Q1 | $4.71M | Buy |
95,859
+1,125
| +1% | +$55.3K | 0.41% | 48 |
|
|
2022
Q4 | $4.48M | Buy |
94,734
+18,330
| +24% | +$866K | 0.44% | 49 |
|
|
2022
Q3 | $3.3M | Buy |
76,404
+10,068
| +15% | +$435K | 0.36% | 62 |
|
|
2022
Q2 | $2.69M | Buy |
66,336
+13,878
| +26% | +$562K | 0.22% | 116 |
|
|
2022
Q1 | $2.6M | Sell |
52,458
-747
| -1% | -$37.1K | 0.28% | 81 |
|
|
2021
Q4 | $2.57M | Buy |
53,205
+1,254
| +2% | +$60.5K | 0.27% | 82 |
|
|
2021
Q3 | $2.41M | Buy |
51,951
+1,977
| +4% | +$91.9K | 0.3% | 76 |
|
|
2021
Q2 | $2.35M | Sell |
49,974
-3,990
| -7% | -$188K | 0.3% | 72 |
|
|
2021
Q1 | $2.44M | Sell |
53,964
-16,386
| -23% | -$742K | 0.36% | 58 |
|
|
2020
Q4 | $3.38M | Buy |
70,350
+26,883
| +62% | +$1.29M | 0.54% | 39 |
|
|
2020
Q3 | $2.03M | Buy |
43,467
+10,569
| +32% | +$493K | 0.5% | 43 |
|
|
2020
Q2 | $1.31M | Buy |
32,898
+13,788
| +72% | +$550K | 0.44% | 50 |
|
|
2020
Q1 | $723K | Buy |
19,110
+9,225
| +93% | +$349K | 0.32% | 69 |
|
|
2019
Q4 | $391K | Buy |
9,885
+1,260
| +15% | +$49.8K | 0.19% | 116 |
|
|
2019
Q3 | $341K | Buy |
8,625
+1,659
| +24% | +$65.6K | 0.16% | 130 |
|
|
2019
Q2 | $2.57K | Buy |
6,966
+18
| +0.3% | +$7 | 0.1% | 172 |
|
|
2019
Q1 | $226K | Sell |
6,948
-765
| -10% | -$24.9K | 0.1% | 170 |
|
|
2018
Q4 | $240K | Buy |
+7,713
| New | +$240K | 0.14% | 137 |
|
|
2018
Q3 | – | Sell |
-8,682
| Closed | -$248K | – | 206 |
|
|
2018
Q2 | $248K | Sell |
8,682
-10,410
| -55% | -$297K | 0.12% | 153 |
|
|
2018
Q1 | $566K | Buy |
+19,092
| New | +$566K | 0.28% | 72 |
|