PDS 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 | $3.01M | Buy |
30,764
+2,258
| +8% | +$221K | 0.22% | 58 |
|
|
2025
Q1 | $2.5M | Buy |
28,506
+2,087
| +8% | +$183K | 0.21% | 62 |
|
|
2024
Q4 | $2.39M | Buy |
26,419
+3,452
| +15% | +$312K | 0.21% | 59 |
|
|
2024
Q3 | $1.85M | Buy |
22,967
+807
| +4% | +$65.2K | 0.17% | 70 |
|
|
2024
Q2 | $1.5M | Buy |
22,160
+3,438
| +18% | +$233K | 0.15% | 71 |
|
|
2024
Q1 | $1.13M | Buy |
18,722
+1,547
| +9% | +$93.1K | 0.12% | 77 |
|
|
2023
Q4 | $903K | Buy |
17,175
+816
| +5% | +$42.9K | 0.1% | 84 |
|
|
2023
Q3 | $872K | Buy |
16,359
+168
| +1% | +$8.96K | 0.11% | 81 |
|
|
2023
Q2 | $848K | Buy |
16,191
+783
| +5% | +$41K | 0.11% | 87 |
|
|
2023
Q1 | $757K | Buy |
15,408
+6,027
| +64% | +$296K | 0.1% | 85 |
|
|
2022
Q4 | $443K | Buy |
9,381
+258
| +3% | +$12.2K | 0.07% | 107 |
|
|
2022
Q3 | $394K | Buy |
9,123
+846
| +10% | +$36.5K | 0.07% | 103 |
|
|
2022
Q2 | $335K | Sell |
8,277
-1,098
| -12% | -$44.4K | 0.06% | 126 |
|
|
2022
Q1 | $465K | Sell |
9,375
-318
| -3% | -$15.8K | 0.08% | 100 |
|
|
2021
Q4 | $467K | Buy |
9,693
+441
| +5% | +$21.2K | 0.09% | 98 |
|
|
2021
Q3 | $430K | Sell |
9,252
-939
| -9% | -$43.6K | 0.1% | 97 |
|
|
2021
Q2 | $479K | Buy |
10,191
+3,519
| +53% | +$165K | 0.12% | 89 |
|
|
2021
Q1 | $302K | Sell |
6,672
-9
| -0.1% | -$407 | 0.09% | 113 |
|
|
2020
Q4 | $321K | Buy |
6,681
+2,082
| +45% | +$100K | 0.11% | 99 |
|
|
2020
Q3 | $214K | Sell |
4,599
-669
| -13% | -$31.1K | 0.09% | 126 |
|
|
2020
Q2 | $210K | Buy |
+5,268
| New | +$210K | 0.1% | 115 |
|