Peterson Wealth Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
37,169
+597
| +2% | +$58.4K | 1% | 26 |
|
|
2025
Q1 | $3.21M | Buy |
36,572
+1,425
| +4% | +$125K | 0.99% | 30 |
|
|
2024
Q4 | $3.18M | Buy |
35,147
+985
| +3% | +$89K | 0.95% | 30 |
|
|
2024
Q3 | $2.76M | Buy |
34,162
+1,392
| +4% | +$112K | 0.88% | 33 |
|
|
2024
Q2 | $2.22M | Buy |
32,770
+1,203
| +4% | +$81.5K | 0.78% | 42 |
|
|
2024
Q1 | $1.9M | Buy |
31,567
+2,128
| +7% | +$128K | 0.69% | 45 |
|
|
2023
Q4 | $1.55M | Buy |
29,439
+4,392
| +18% | +$231K | 0.66% | 44 |
|
|
2023
Q3 | $1.34M | Buy |
25,047
+810
| +3% | +$43.2K | 1% | 34 |
|
|
2023
Q2 | $1.27M | Buy |
24,237
+342
| +1% | +$17.9K | 0.61% | 42 |
|
|
2023
Q1 | $1.17M | Buy |
23,895
+4,515
| +23% | +$222K | 0.6% | 52 |
|
|
2022
Q4 | $916K | Buy |
19,380
+1,986
| +11% | +$93.9K | 0.52% | 53 |
|
|
2022
Q3 | $752K | Buy |
17,394
+5,121
| +42% | +$221K | 0.53% | 49 |
|
|
2022
Q2 | $497K | Buy |
12,273
+1,896
| +18% | +$76.8K | 0.36% | 59 |
|
|
2022
Q1 | $515K | Buy |
10,377
+2,535
| +32% | +$126K | 0.32% | 53 |
|
|
2021
Q4 | $378K | Buy |
+7,842
| New | +$378K | 0.25% | 57 |
|