Perfromance Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
212,779
+2,470
| +1% | +$242K | 0.67% | 19 |
|
|
2025
Q1 | $18.5M | Sell |
210,309
-196,569
| -48% | -$17.3M | 0.66% | 19 |
|
|
2024
Q4 | $36.8M | Buy |
406,878
+8,084
| +2% | +$730K | 1.18% | 14 |
|
|
2024
Q3 | $32.2M | Sell |
398,794
-8,480
| -2% | -$685K | 1.11% | 14 |
|
|
2024
Q2 | $27.6M | Sell |
407,274
-9,945
| -2% | -$673K | 1.02% | 13 |
|
|
2024
Q1 | $25.1M | Buy |
417,219
+2,622
| +0.6% | +$158K | 1.05% | 14 |
|
|
2023
Q4 | $21.8M | Sell |
414,597
-4,746
| -1% | -$249K | 0.96% | 13 |
|
|
2023
Q3 | $22.4M | Buy |
419,343
+275,895
| +192% | +$14.7M | 1.09% | 13 |
|
|
2023
Q2 | $7.56M | Buy |
143,448
+14,145
| +11% | +$745K | 0.35% | 25 |
|
|
2023
Q1 | $6.36M | Buy |
129,303
+10,392
| +9% | +$511K | 0.33% | 28 |
|
|
2022
Q4 | $5.62M | Buy |
118,911
+16,845
| +17% | +$796K | 0.34% | 30 |
|
|
2022
Q3 | $4.41M | Buy |
102,066
+9,264
| +10% | +$401K | 0.26% | 32 |
|
|
2022
Q2 | $3.76M | Buy |
92,802
+8,655
| +10% | +$351K | 0.21% | 39 |
|
|
2022
Q1 | $4.18M | Sell |
84,147
-2,739
| -3% | -$136K | 0.18% | 40 |
|
|
2021
Q4 | $4.19M | Buy |
+86,886
| New | +$4.19M | 0.17% | 44 |
|