Planned Solutions’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
5,427
+5
| +0.1% | +$489 | 0.2% | 57 |
|
|
2025
Q1 | $476K | Buy |
5,422
+2
| +0% | +$176 | 0.19% | 58 |
|
|
2024
Q4 | $490K | Sell |
5,420
-620
| -10% | -$56K | 0.2% | 53 |
|
|
2024
Q3 | $488K | Buy |
6,040
+2
| +0% | +$162 | 0.2% | 50 |
|
|
2024
Q2 | $409K | Buy |
6,038
+890
| +17% | +$60.3K | 0.2% | 56 |
|
|
2024
Q1 | $310K | Hold |
5,148
| – | – | 0.15% | 65 |
|
|
2023
Q4 | $271K | Hold |
5,148
| – | – | 0.13% | 66 |
|
|
2023
Q3 | $274K | Hold |
5,148
| – | – | 0.17% | 60 |
|
|
2023
Q2 | $270K | Hold |
5,148
| – | – | 0.16% | 60 |
|
|
2023
Q1 | $253K | Buy |
5,148
+408
| +9% | +$20.1K | 0.16% | 61 |
|
|
2022
Q4 | $224K | Buy |
+4,740
| New | +$224K | 0.16% | 67 |
|
|
2022
Q2 | – | Sell |
-4,884
| Closed | -$242K | – | 71 |
|
|
2022
Q1 | $242K | Buy |
4,884
+249
| +5% | +$12.3K | 0.17% | 62 |
|
|
2021
Q4 | $224K | Buy |
+4,635
| New | +$224K | 0.15% | 71 |
|
|
2021
Q2 | $348K | Hold |
7,410
| – | – | 0.24% | 45 |
|
|
2021
Q1 | $336K | Hold |
7,410
| – | – | 0.26% | 43 |
|
|
2020
Q4 | $356K | Hold |
7,410
| – | – | 0.29% | 36 |
|
|
2020
Q3 | $346K | Buy |
+7,410
| New | +$346K | 0.34% | 33 |
|