Phillips Financial Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
7,478
+118
| +2% | +$11.5K | 0.05% | 123 |
|
|
2025
Q1 | $646K | Buy |
7,360
+214
| +3% | +$18.8K | 0.05% | 120 |
|
|
2024
Q4 | $646K | Buy |
7,146
+9
| +0.1% | +$813 | 0.05% | 119 |
|
|
2024
Q3 | $576K | Buy |
7,137
+89
| +1% | +$7.19K | 0.04% | 131 |
|
|
2024
Q2 | $477K | Buy |
7,048
+589
| +9% | +$39.9K | 0.04% | 133 |
|
|
2024
Q1 | $389K | Buy |
6,459
+105
| +2% | +$6.32K | 0.03% | 140 |
|
|
2023
Q4 | $334K | Buy |
6,354
+432
| +7% | +$22.7K | 0.03% | 146 |
|
|
2023
Q3 | $316K | Buy |
5,922
+42
| +0.7% | +$2.24K | 0.03% | 146 |
|
|
2023
Q2 | $308K | Buy |
5,880
+75
| +1% | +$3.93K | 0.03% | 146 |
|
|
2023
Q1 | $285K | Buy |
5,805
+66
| +1% | +$3.24K | 0.03% | 147 |
|
|
2022
Q4 | $271K | Buy |
5,739
+243
| +4% | +$11.5K | 0.03% | 131 |
|
|
2022
Q3 | $238K | Buy |
+5,496
| New | +$238K | 0.03% | 135 |
|
|
2022
Q2 | – | Sell |
-5,088
| Closed | -$253K | – | 144 |
|
|
2022
Q1 | $253K | Buy |
+5,088
| New | +$253K | 0.02% | 130 |
|