Pinnacle Wealth Planning Services’s Walmart WMT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.34M	Buy	23,905 +588	+3%	+$57.5K	0.31%	43
2025 Q1	$2.05M	Buy	23,317 +744	+3%	+$65.3K	0.31%	46
2024 Q4	$2.04M	Sell	22,573 -2,830	-11%	-$256K	0.31%	45
2024 Q3	$2.05M	Sell	25,403 -283	-1%	-$22.9K	0.28%	49
2024 Q2	$1.74M	Buy	25,686 +422	+2%	+$28.6K	0.25%	57
2024 Q1	$1.52M	Buy	25,264 +160	+0.6%	+$9.63K	0.22%	66
2023 Q4	$1.32M	Sell	25,104 -3,378	-12%	-$178K	0.21%	73
2023 Q3	$1.52M	Sell	28,482 -252	-0.9%	-$13.4K	0.25%	56
2023 Q2	$1.51M	Sell	28,734 -2,514	-8%	-$132K	0.24%	60
2023 Q1	$1.54M	Sell	31,248 -18	-0.1%	-$885	0.26%	58
2022 Q4	$1.48M	Sell	31,266 -450	-1%	-$21.3K	0.26%	59
2022 Q3	$1.37M	Buy	31,716 +8,511	+37%	+$368K	0.25%	63
2022 Q2	$940K	Sell	23,205 -6,471	-22%	-$262K	0.17%	91
2022 Q1	$1.47M	Buy	29,676 +4,182	+16%	+$208K	0.27%	63
2021 Q4	$1.23M	Buy	25,494 +1,608	+7%	+$77.6K	0.24%	73
2021 Q3	$1.11M	Buy	23,886 +1,446	+6%	+$67.2K	0.25%	70
2021 Q2	$1.06M	Buy	22,440 +2,538	+13%	+$119K	0.25%	67
2021 Q1	$901K	Sell	19,902 -1,767	-8%	-$80K	0.23%	70
2020 Q4	$1.04M	Buy	21,669 +225	+1%	+$10.8K	0.25%	59
2020 Q3	$1M	Buy	21,444 +153	+0.7%	+$7.14K	0.33%	57
2020 Q2	$850K	Sell	21,291 -915	-4%	-$36.5K	0.28%	66
2020 Q1	$840K	Buy	22,206 +4,617	+26%	+$175K	0.4%	52
2019 Q4	$696K	Buy	17,589 +1,281	+8%	+$50.7K	0.33%	69
2019 Q3	$645K	Buy	16,308 +3,294	+25%	+$130K	0.35%	60
2019 Q2	$480K	Buy	13,014 +978	+8%	+$36.1K	0.29%	70
2019 Q1	$392K	Sell	12,036 -3,030	-20%	-$98.7K	0.26%	74
2018 Q4	$468K	Sell	15,066 -300	-2%	-$9.32K	0.3%	69
2018 Q3	$480K	Buy	15,366 +240	+2%	+$7.5K	0.44%	76
2018 Q2	$432K	Buy	15,126 +1,668	+12%	+$47.6K	0.42%	78
2018 Q1	$400K	Buy	13,458 +10,260	+321%	+$305K	0.41%	84
2017 Q4	$105K	Buy	+3,198	New	+$105K	0.21%	87