Moran 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
$15.4M Sell
157,848
-3,335
-2% -$326K 0.48% 60
2025
Q1
$14.2M Sell
161,183
-232
-0.1% -$20.4K 0.48% 68
2024
Q4
$14.6M Buy
161,415
+260
+0.2% +$23.5K 0.47% 75
2024
Q3
$13M Sell
161,155
-5,640
-3% -$455K 0.4% 87
2024
Q2
$11.3M Buy
166,795
+1,166
+0.7% +$79K 0.37% 89
2024
Q1
$9.97M Sell
165,629
-3,049
-2% -$183K 0.32% 105
2023
Q4
$8.86M Sell
168,678
-4,326
-3% -$227K 0.32% 106
2023
Q3
$9.22M Sell
173,004
-7,386
-4% -$394K 0.36% 104
2023
Q2
$9.45M Sell
180,390
-15,060
-8% -$789K 0.35% 102
2023
Q1
$9.61M Sell
195,450
-3,300
-2% -$162K 0.36% 102
2022
Q4
$9.39M Buy
+198,750
New +$9.39M 0.36% 94