Pacific Center for Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
2,551
-140
| -5% | -$13.7K | 0.07% | 85 |
|
|
2025
Q1 | $236K | Hold |
2,691
| – | – | 0.06% | 84 |
|
|
2024
Q4 | $243K | Hold |
2,691
| – | – | 0.06% | 80 |
|
|
2024
Q3 | $217K | Hold |
2,691
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $182K | Hold |
2,691
| – | – | 0.05% | 91 |
|
|
2024
Q1 | $162K | Hold |
2,691
| – | – | 0.05% | 100 |
|
|
2023
Q4 | $141K | Sell |
2,691
-192
| -7% | -$10.1K | 0.04% | 105 |
|
|
2023
Q3 | $154K | Buy |
2,883
+18
| +0.6% | +$959 | 0.05% | 94 |
|
|
2023
Q2 | $150K | Hold |
2,865
| – | – | 0.05% | 100 |
|
|
2023
Q1 | $141K | Buy |
+2,865
| New | +$141K | 0.05% | 103 |
|
|
2022
Q3 | $124K | Sell |
2,865
-18
| -0.6% | -$779 | 0.05% | 100 |
|
|
2022
Q2 | $117K | Buy |
2,883
+2,376
| +469% | +$96.4K | 0.05% | 107 |
|
|
2022
Q1 | $25K | Hold |
507
| – | – | 0.01% | 213 |
|
|
2021
Q4 | $24K | Hold |
507
| – | – | 0.01% | 222 |
|
|
2021
Q3 | $24K | Hold |
507
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $24K | Buy |
507
+3
| +0.6% | +$142 | 0.01% | 209 |
|
|
2021
Q1 | $23K | Hold |
504
| – | – | 0.01% | 200 |
|
|
2020
Q4 | $24K | Hold |
504
| – | – | 0.01% | 193 |
|
|
2020
Q3 | $24K | Buy |
504
+168
| +50% | +$8K | 0.01% | 162 |
|
|
2020
Q2 | $13K | Hold |
336
| – | – | 0.01% | 194 |
|
|
2020
Q1 | $13K | Hold |
336
| – | – | 0.01% | 177 |
|
|
2019
Q4 | $13K | Hold |
336
| – | – | 0.01% | 201 |
|
|
2019
Q3 | $13K | Hold |
336
| – | – | 0.01% | 205 |
|
|
2019
Q2 | $12K | Hold |
336
| – | – | 0.01% | 209 |
|
|
2019
Q1 | $11K | Sell |
336
-174
| -34% | -$5.7K | 0.01% | 214 |
|
|
2018
Q4 | $16K | Sell |
510
-45
| -8% | -$1.41K | 0.01% | 180 |
|
|
2018
Q3 | $17K | Buy |
555
+54
| +11% | +$1.65K | 0.01% | 180 |
|
|
2018
Q2 | $14K | Hold |
501
| – | – | 0.01% | 180 |
|
|
2018
Q1 | $15K | Hold |
501
| – | – | 0.01% | 175 |
|
|
2017
Q4 | $16K | Hold |
501
| – | – | 0.01% | 167 |
|
|
2017
Q3 | $13K | Hold |
501
| – | – | 0.01% | 178 |
|
|
2017
Q2 | $13K | Buy |
501
+165
| +49% | +$4.28K | 0.01% | 173 |
|
|
2017
Q1 | $8K | Hold |
336
| – | – | 0.01% | 207 |
|
|
2016
Q4 | $8K | Buy |
+336
| New | +$8K | 0.01% | 204 |
|