Palumbo 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 | $609K | Buy |
6,224
+497
| +9% | +$48.6K | 0.19% | 88 |
|
|
2025
Q1 | $503K | Buy |
5,727
+1,037
| +22% | +$91K | 0.17% | 90 |
|
|
2024
Q4 | $424K | Buy |
4,690
+60
| +1% | +$5.42K | 0.16% | 98 |
|
|
2024
Q3 | $374K | Buy |
4,630
+29
| +0.6% | +$2.34K | 0.15% | 103 |
|
|
2024
Q2 | $312K | Buy |
4,601
+807
| +21% | +$54.6K | 0.13% | 101 |
|
|
2024
Q1 | $228K | Sell |
3,794
-40
| -1% | -$2.41K | 0.1% | 116 |
|
|
2023
Q4 | $201K | Sell |
3,834
-489
| -11% | -$25.7K | 0.1% | 116 |
|
|
2023
Q3 | $231K | Buy |
4,323
+291
| +7% | +$15.5K | 0.13% | 106 |
|
|
2023
Q2 | $211K | Buy |
+4,032
| New | +$211K | 0.13% | 99 |
|
|
2021
Q4 | – | Sell |
-4,752
| Closed | -$221K | – | 101 |
|
|
2021
Q3 | $221K | Sell |
4,752
-2,589
| -35% | -$120K | 0.15% | 87 |
|
|
2021
Q2 | $345K | Sell |
7,341
-69
| -0.9% | -$3.24K | 0.23% | 75 |
|
|
2021
Q1 | $336K | Buy |
+7,410
| New | +$336K | 0.25% | 72 |
|