Personal CFO Solutions’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
18,376
-369
| -2% | -$36.1K | 0.33% | 54 |
|
|
2025
Q1 | $1.65M | Buy |
18,745
+1,910
| +11% | +$168K | 0.33% | 58 |
|
|
2024
Q4 | $1.52M | Sell |
16,835
-370
| -2% | -$33.4K | 0.3% | 62 |
|
|
2024
Q3 | $1.39M | Buy |
17,205
+281
| +2% | +$22.7K | 0.19% | 96 |
|
|
2024
Q2 | $1.15M | Sell |
16,924
-36
| -0.2% | -$2.44K | 0.18% | 111 |
|
|
2024
Q1 | $1.02M | Sell |
16,960
-2,513
| -13% | -$151K | 0.16% | 124 |
|
|
2023
Q4 | $1.02M | Buy |
19,473
+1,635
| +9% | +$85.9K | 0.18% | 111 |
|
|
2023
Q3 | $951K | Buy |
17,838
+909
| +5% | +$48.5K | 0.19% | 104 |
|
|
2023
Q2 | $887K | Buy |
16,929
+600
| +4% | +$31.4K | 0.18% | 113 |
|
|
2023
Q1 | $803K | Buy |
16,329
+498
| +3% | +$24.5K | 0.17% | 115 |
|
|
2022
Q4 | $748K | Buy |
15,831
+1,287
| +9% | +$60.8K | 0.16% | 124 |
|
|
2022
Q3 | $629K | Buy |
14,544
+783
| +6% | +$33.9K | 0.16% | 127 |
|
|
2022
Q2 | $558K | Buy |
13,761
+465
| +3% | +$18.9K | 0.13% | 136 |
|
|
2022
Q1 | $660K | Buy |
13,296
+174
| +1% | +$8.64K | 0.13% | 150 |
|
|
2021
Q4 | $633K | Buy |
13,122
+423
| +3% | +$20.4K | 0.12% | 165 |
|
|
2021
Q3 | $590K | Buy |
12,699
+291
| +2% | +$13.5K | 0.12% | 165 |
|
|
2021
Q2 | $583K | Buy |
12,408
+2,082
| +20% | +$97.8K | 0.12% | 168 |
|
|
2021
Q1 | $468K | Sell |
10,326
-2,631
| -20% | -$119K | 0.1% | 191 |
|
|
2020
Q4 | $623K | Buy |
12,957
+717
| +6% | +$34.5K | 0.15% | 123 |
|
|
2020
Q3 | $1K | Buy |
12,240
+1,716
| +16% | +$140 | 0.33% | 125 |
|
|
2020
Q2 | $420K | Buy |
10,524
+4,302
| +69% | +$172K | 0.12% | 157 |
|
|
2020
Q1 | $236K | Buy |
+6,222
| New | +$236K | 0.08% | 209 |
|