Montis Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
6,319
+2
| +0% | +$196 | 0.17% | 76 |
|
|
2025
Q1 | $555K | Sell |
6,317
-142
| -2% | -$12.5K | 0.16% | 83 |
|
|
2024
Q4 | $584K | Buy |
6,459
+423
| +7% | +$38.2K | 0.18% | 74 |
|
|
2024
Q3 | $487K | Buy |
6,036
+1,200
| +25% | +$96.9K | 0.17% | 68 |
|
|
2024
Q2 | $327K | Buy |
4,836
+69
| +1% | +$4.67K | 0.15% | 60 |
|
|
2024
Q1 | $287K | Sell |
4,767
-531
| -10% | -$32K | 0.14% | 69 |
|
|
2023
Q4 | $278K | Hold |
5,298
| – | – | 0.17% | 59 |
|
|
2023
Q3 | $282K | Buy |
5,298
+150
| +3% | +$8K | 0.19% | 54 |
|
|
2023
Q2 | $270K | Hold |
5,148
| – | – | 0.18% | 49 |
|
|
2023
Q1 | $253K | Hold |
5,148
| – | – | 0.2% | 51 |
|
|
2022
Q4 | $243K | Sell |
5,148
-42
| -0.8% | -$1.99K | 0.21% | 52 |
|
|
2022
Q3 | $224K | Hold |
5,190
| – | – | 0.22% | 53 |
|
|
2022
Q2 | $210K | Hold |
5,190
| – | – | 0.2% | 61 |
|
|
2022
Q1 | $258K | Hold |
5,190
| – | – | 0.2% | 58 |
|
|
2021
Q4 | $250K | Hold |
5,190
| – | – | 0.18% | 73 |
|
|
2021
Q3 | $235K | Sell |
5,190
-948
| -15% | -$42.9K | 0.2% | 56 |
|
|
2021
Q2 | $289K | Sell |
6,138
-504
| -8% | -$23.7K | 0.24% | 51 |
|
|
2021
Q1 | $300K | Hold |
6,642
| – | – | 0.28% | 47 |
|
|
2020
Q4 | $318K | Buy |
+6,642
| New | +$318K | 0.32% | 43 |
|