Partners in Financial Planning’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 | Hold |
6,231
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $547K | Buy |
6,231
+123
| +2% | +$10.8K | 0.11% | 63 |
|
|
2024
Q4 | $552K | Hold |
6,108
| – | – | 0.11% | 62 |
|
|
2024
Q3 | $493K | Hold |
6,108
| – | – | 0.1% | 66 |
|
|
2024
Q2 | $414K | Hold |
6,108
| – | – | 0.09% | 69 |
|
|
2024
Q1 | $368K | Hold |
6,108
| – | – | 0.08% | 75 |
|
|
2023
Q4 | $321K | Sell |
6,108
-465
| -7% | -$24.4K | 0.08% | 79 |
|
|
2023
Q3 | $350K | Buy |
6,573
+1,200
| +22% | +$64K | 0.09% | 72 |
|
|
2023
Q2 | $282K | Hold |
5,373
| – | – | 0.07% | 79 |
|
|
2023
Q1 | $264K | Hold |
5,373
| – | – | 0.07% | 80 |
|
|
2022
Q4 | $257K | Sell |
5,373
-72
| -1% | -$3.45K | 0.07% | 82 |
|
|
2022
Q3 | $273K | Hold |
5,445
| – | – | 0.08% | 79 |
|
|
2022
Q2 | $248K | Buy |
5,445
+465
| +9% | +$21.2K | 0.08% | 84 |
|
|
2022
Q1 | $260K | Buy |
4,980
+72
| +1% | +$3.77K | 0.08% | 80 |
|
|
2021
Q4 | $221K | Hold |
4,908
| – | – | 0.07% | 87 |
|
|
2021
Q3 | $228K | Hold |
4,908
| – | – | 0.07% | 84 |
|
|
2021
Q2 | $231K | Buy |
+4,908
| New | +$231K | 0.07% | 81 |
|