Paulson 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 | $730K | Buy |
7,461
+49
| +0.7% | +$4.79K | 0.19% | 60 |
|
|
2025
Q1 | $651K | Buy |
7,412
+185
| +3% | +$16.2K | 0.18% | 55 |
|
|
2024
Q4 | $653K | Buy |
7,227
+958
| +15% | +$86.6K | 0.18% | 56 |
|
|
2024
Q3 | $506K | Buy |
6,269
+20
| +0.3% | +$1.62K | 0.14% | 79 |
|
|
2024
Q2 | $423K | Sell |
6,249
-162
| -3% | -$11K | 0.12% | 86 |
|
|
2024
Q1 | $386K | Sell |
6,411
-192
| -3% | -$11.6K | 0.11% | 95 |
|
|
2023
Q4 | $347K | Sell |
6,603
-30
| -0.5% | -$1.58K | 0.11% | 98 |
|
|
2023
Q3 | $354K | Sell |
6,633
-171
| -3% | -$9.12K | 0.12% | 90 |
|
|
2023
Q2 | $356K | Buy |
6,804
+1,386
| +26% | +$72.6K | 0.12% | 89 |
|
|
2023
Q1 | $266K | Hold |
5,418
| – | – | 0.12% | 77 |
|
|
2022
Q4 | $256K | Hold |
5,418
| – | – | 0.13% | 77 |
|
|
2022
Q3 | $234K | Sell |
5,418
-1,083
| -17% | -$46.8K | 0.13% | 71 |
|
|
2022
Q2 | $263K | Sell |
6,501
-57
| -0.9% | -$2.31K | 0.14% | 61 |
|
|
2022
Q1 | $326K | Sell |
6,558
-102
| -2% | -$5.07K | 0.15% | 59 |
|
|
2021
Q4 | $321K | Sell |
6,660
-5,421
| -45% | -$261K | 0.14% | 62 |
|
|
2021
Q3 | $561K | Buy |
12,081
+249
| +2% | +$11.6K | 0.27% | 42 |
|
|
2021
Q2 | $556K | Buy |
11,832
+300
| +3% | +$14.1K | 0.27% | 42 |
|
|
2021
Q1 | $539K | Buy |
11,532
+45
| +0.4% | +$2.1K | 0.27% | 43 |
|
|
2020
Q4 | $552K | Buy |
11,487
+393
| +4% | +$18.9K | 0.32% | 40 |
|
|
2020
Q3 | $517K | Buy |
11,094
+3,219
| +41% | +$150K | 0.33% | 42 |
|
|
2020
Q2 | $314K | Sell |
7,875
-3,648
| -32% | -$145K | 0.22% | 67 |
|
|
2020
Q1 | $495K | Sell |
11,523
-507
| -4% | -$21.8K | 0.38% | 36 |
|
|
2019
Q4 | $461K | Buy |
12,030
+1,506
| +14% | +$57.7K | 0.33% | 60 |
|
|
2019
Q3 | $416K | Buy |
10,524
+633
| +6% | +$25K | 0.31% | 59 |
|
|
2019
Q2 | $370K | Buy |
9,891
+39
| +0.4% | +$1.46K | 0.28% | 68 |
|
|
2019
Q1 | $320K | Buy |
9,852
+900
| +10% | +$29.2K | 0.24% | 87 |
|
|
2018
Q4 | $291K | Buy |
8,952
+1,926
| +27% | +$62.6K | 0.24% | 90 |
|
|
2018
Q3 | $229K | Buy |
+7,026
| New | +$229K | 0.21% | 111 |
|
|
2018
Q2 | – | Sell |
-6,936
| Closed | -$206K | – | 118 |
|
|
2018
Q1 | $206K | Buy |
6,936
+252
| +4% | +$7.48K | 0.21% | 106 |
|
|
2017
Q4 | $220K | Buy |
+6,684
| New | +$220K | 0.19% | 98 |
|