Meridian Wealth 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 | $470K | Buy |
4,804
+99
| +2% | +$9.68K | 0.07% | 67 |
|
|
2025
Q1 | $413K | Sell |
4,705
-777
| -14% | -$68.2K | 0.07% | 71 |
|
|
2024
Q4 | $495K | Sell |
5,482
-564
| -9% | -$51K | 0.08% | 62 |
|
|
2024
Q3 | $488K | Sell |
6,046
-463
| -7% | -$37.4K | 0.08% | 65 |
|
|
2024
Q2 | $441K | Sell |
6,509
-179
| -3% | -$12.1K | 0.08% | 61 |
|
|
2024
Q1 | $402K | Buy |
6,688
+1,132
| +20% | +$68.1K | 0.07% | 64 |
|
|
2023
Q4 | $292K | Sell |
5,556
-150
| -3% | -$7.88K | 0.06% | 75 |
|
|
2023
Q3 | $304K | Buy |
5,706
+84
| +1% | +$4.48K | 0.06% | 73 |
|
|
2023
Q2 | $295K | Buy |
5,622
+324
| +6% | +$17K | 0.06% | 69 |
|
|
2023
Q1 | $260K | Buy |
5,298
+318
| +6% | +$15.6K | 0.06% | 77 |
|
|
2022
Q4 | $235K | Sell |
4,980
-663
| -12% | -$31.3K | 0.05% | 78 |
|
|
2022
Q3 | $244K | Buy |
+5,643
| New | +$244K | 0.06% | 68 |
|
|
2022
Q1 | – | Sell |
-4,164
| Closed | -$201K | – | 92 |
|
|
2021
Q4 | $201K | Buy |
+4,164
| New | +$201K | 0.04% | 79 |
|
|
2021
Q2 | – | Sell |
-3,351
| Closed | -$151K | – | 1268 |
|
|
2021
Q1 | $151K | Buy |
3,351
+270
| +9% | +$12.2K | 0.05% | 83 |
|
|
2020
Q4 | $148K | Hold |
3,081
| – | – | 0.06% | 77 |
|
|
2020
Q3 | $144K | Buy |
3,081
+36
| +1% | +$1.68K | 0.07% | 74 |
|
|
2020
Q2 | $121K | Sell |
3,045
-18
| -0.6% | -$715 | 0.07% | 80 |
|
|
2020
Q1 | $116K | Sell |
3,063
-741
| -19% | -$28.1K | 0.07% | 77 |
|
|
2019
Q4 | $151K | Buy |
+3,804
| New | +$151K | 0.09% | 73 |
|