Merriman Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.29M | Sell |
14,248
-3,228
| -18% | -$292K | 0.05% | 75 |
|
|
2024
Q3 | $1.41M | Buy |
17,476
+94
| +0.5% | +$7.59K | 0.06% | 84 |
|
|
2024
Q2 | $1.18M | Sell |
17,382
-352
| -2% | -$23.8K | 0.05% | 89 |
|
|
2024
Q1 | $1.07M | Buy |
17,734
+712
| +4% | +$43K | 0.05% | 91 |
|
|
2023
Q4 | $898K | Sell |
17,022
-696
| -4% | -$36.7K | 0.04% | 96 |
|
|
2023
Q3 | $945K | Sell |
17,718
-45
| -0.3% | -$2.4K | 0.05% | 82 |
|
|
2023
Q2 | $931K | Sell |
17,763
-30
| -0.2% | -$1.57K | 0.05% | 109 |
|
|
2023
Q1 | $878K | Sell |
17,793
-78
| -0.4% | -$3.85K | 0.05% | 102 |
|
|
2022
Q4 | $848K | Sell |
17,871
-297
| -2% | -$14.1K | 0.04% | 114 |
|
|
2022
Q3 | $785K | Sell |
18,168
-54
| -0.3% | -$2.33K | 0.05% | 76 |
|
|
2022
Q2 | $738K | Sell |
18,222
-33
| -0.2% | -$1.34K | 0.05% | 82 |
|
|
2022
Q1 | $906K | Sell |
18,255
-417
| -2% | -$20.7K | 0.07% | 88 |
|
|
2021
Q4 | $900K | Buy |
18,672
+510
| +3% | +$24.6K | 0.07% | 110 |
|
|
2021
Q3 | $844K | Sell |
18,162
-828
| -4% | -$38.5K | 0.07% | 108 |
|
|
2021
Q2 | $893K | Buy |
18,990
+11,748
| +162% | +$552K | 0.08% | 121 |
|
|
2021
Q1 | $328K | Sell |
7,242
-750
| -9% | -$34K | 0.04% | 152 |
|
|
2020
Q4 | $384K | Buy |
7,992
+777
| +11% | +$37.3K | 0.04% | 158 |
|
|
2020
Q3 | $336K | Buy |
7,215
+6
| +0.1% | +$279 | 0.05% | 130 |
|
|
2020
Q2 | $288K | Sell |
7,209
-1,308
| -15% | -$52.3K | 0.05% | 137 |
|
|
2020
Q1 | $323K | Buy |
8,517
+3
| +0% | +$114 | 0.07% | 114 |
|
|
2019
Q4 | $337K | Buy |
8,514
+105
| +1% | +$4.16K | 0.06% | 144 |
|
|
2019
Q3 | $333K | Sell |
8,409
-798
| -9% | -$31.6K | 0.07% | 135 |
|
|
2019
Q2 | $3.4K | Sell |
9,207
-957
| -9% | -$353 | 0.07% | 142 |
|
|
2019
Q1 | $330K | Buy |
10,164
+2,169
| +27% | +$70.4K | 0.06% | 157 |
|
|
2018
Q4 | $249K | Hold |
7,995
| – | – | 0.05% | 138 |
|
|
2018
Q3 | $250K | Buy |
7,995
+603
| +8% | +$18.9K | 0.05% | 152 |
|
|
2018
Q2 | $211K | Sell |
7,392
-450
| -6% | -$12.8K | 0.05% | 158 |
|
|
2018
Q1 | $233K | Buy |
7,842
+300
| +4% | +$8.91K | 0.06% | 168 |
|
|
2017
Q4 | $248K | Buy |
+7,542
| New | +$248K | 0.06% | 152 |
|