Peak Asset 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 | $534K | Buy |
5,460
+225
| +4% | +$22K | 0.1% | 93 |
|
|
2025
Q1 | $460K | Hold |
5,235
| – | – | 0.09% | 98 |
|
|
2024
Q4 | $473K | Hold |
5,235
| – | – | 0.09% | 98 |
|
|
2024
Q3 | $423K | Sell |
5,235
-255
| -5% | -$20.6K | 0.08% | 107 |
|
|
2024
Q2 | $372K | Hold |
5,490
| – | – | 0.07% | 109 |
|
|
2024
Q1 | $330K | Sell |
5,490
-12
| -0.2% | -$722 | 0.07% | 120 |
|
|
2023
Q4 | $289K | Buy |
5,502
+12
| +0.2% | +$631 | 0.06% | 119 |
|
|
2023
Q3 | $293K | Sell |
5,490
-27
| -0.5% | -$1.44K | 0.07% | 113 |
|
|
2023
Q2 | $289K | Buy |
5,517
+1,239
| +29% | +$64.9K | 0.07% | 116 |
|
|
2023
Q1 | $210K | Hold |
4,278
| – | – | 0.05% | 137 |
|
|
2022
Q4 | $202K | Buy |
+4,278
| New | +$202K | 0.05% | 134 |
|