Philip James Wealth Mangement’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
4,156
-50
| -1% | -$4.89K | 0.05% | 118 |
|
|
2025
Q1 | $369K | Sell |
4,206
-1,802
| -30% | -$158K | 0.04% | 118 |
|
|
2024
Q4 | $543K | Sell |
6,008
-173
| -3% | -$15.6K | 0.07% | 105 |
|
|
2024
Q3 | $499K | Buy |
6,181
+1,669
| +37% | +$135K | 0.06% | 101 |
|
|
2024
Q2 | $306K | Sell |
4,512
-186
| -4% | -$12.6K | 0.2% | 48 |
|
|
2024
Q1 | $283K | Sell |
4,698
-444
| -9% | -$26.7K | 0.2% | 52 |
|
|
2023
Q4 | $270K | Buy |
+5,142
| New | +$270K | 0.21% | 59 |
|