Peterson 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
Q1 | $4.42M | Buy |
50,307
+1,715
| +4% | +$151K | 2.97% | 11 |
|
|
2024
Q4 | $4.39M | Buy |
48,592
+2,030
| +4% | +$183K | 2.61% | 14 |
|
|
2024
Q3 | $3.76M | Sell |
46,562
-12,629
| -21% | -$1.02M | 2.4% | 15 |
|
|
2024
Q2 | $4.01M | Buy |
59,191
+8,735
| +17% | +$591K | 2.47% | 16 |
|
|
2024
Q1 | $3.04M | Buy |
50,456
+12,953
| +35% | +$779K | 2.19% | 16 |
|
|
2023
Q4 | $1.97M | Buy |
37,503
+11,079
| +42% | +$582K | 1.77% | 19 |
|
|
2023
Q3 | $1.41M | Buy |
26,424
+8,826
| +50% | +$470K | 1.16% | 22 |
|
|
2023
Q2 | $922K | Buy |
17,598
+1,110
| +7% | +$58.2K | 0.73% | 38 |
|
|
2023
Q1 | $810K | Buy |
16,488
+5,001
| +44% | +$246K | 0.78% | 35 |
|
|
2022
Q4 | $543K | Buy |
11,487
+36
| +0.3% | +$1.7K | 0.55% | 39 |
|
|
2022
Q3 | $495K | Buy |
+11,451
| New | +$495K | 0.46% | 43 |
|
|
2022
Q2 | – | Sell |
-25,698
| Closed | -$1.28M | – | 59 |
|
|
2022
Q1 | $1.28M | Sell |
25,698
-10,986
| -30% | -$545K | 0.86% | 35 |
|
|
2021
Q4 | $1.77M | Buy |
36,684
+1,641
| +5% | +$79.1K | 1.18% | 31 |
|
|
2021
Q3 | $1.63M | Buy |
35,043
+612
| +2% | +$28.4K | 1.26% | 28 |
|
|
2021
Q2 | $1.62M | Sell |
34,431
-4,662
| -12% | -$219K | 1.26% | 29 |
|
|
2021
Q1 | $1.77M | Buy |
39,093
+11,322
| +41% | +$513K | 1.5% | 20 |
|
|
2020
Q4 | $1.33M | Buy |
27,771
+4,713
| +20% | +$226K | 1.08% | 24 |
|
|
2020
Q3 | $1.08M | Buy |
23,058
+7,935
| +52% | +$370K | 0.95% | 25 |
|
|
2020
Q2 | $604K | Buy |
15,123
+7,935
| +110% | +$317K | 0.6% | 29 |
|
|
2020
Q1 | $272K | Buy |
7,188
+1,557
| +28% | +$58.9K | 0.33% | 34 |
|
|
2019
Q4 | $218K | Buy |
+5,631
| New | +$218K | 0.2% | 41 |
|