Planning Center Inc’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Hold |
6,018
| – | – | 0.07% | 40 |
|
|
2025
Q1 | $528K | Buy |
6,018
+108
| +2% | +$9.48K | 0.06% | 42 |
|
|
2024
Q4 | $534K | Sell |
5,910
-78
| -1% | -$7.05K | 0.07% | 40 |
|
|
2024
Q3 | $484K | Hold |
5,988
| – | – | 0.06% | 43 |
|
|
2024
Q2 | $405K | Sell |
5,988
-167
| -3% | -$11.3K | 0.05% | 45 |
|
|
2024
Q1 | $370K | Buy |
6,155
+17
| +0.3% | +$1.02K | 0.08% | 44 |
|
|
2023
Q4 | $323K | Buy |
6,138
+240
| +4% | +$12.6K | 0.07% | 45 |
|
|
2023
Q3 | $314K | Sell |
5,898
-195
| -3% | -$10.4K | 0.08% | 45 |
|
|
2023
Q2 | $319K | Buy |
6,093
+588
| +11% | +$30.8K | 0.08% | 47 |
|
|
2023
Q1 | $274K | Buy |
5,505
+297
| +6% | +$14.8K | 0.08% | 49 |
|
|
2022
Q4 | $246K | Hold |
5,208
| – | – | 0.07% | 58 |
|
|
2022
Q3 | $230K | Hold |
5,208
| – | – | 0.18% | 36 |
|
|
2022
Q2 | $217K | Buy |
5,208
+78
| +2% | +$3.25K | 0.17% | 45 |
|
|
2022
Q1 | $255K | Hold |
5,130
| – | – | 0.73% | 36 |
|
|
2021
Q4 | $241K | Buy |
+5,130
| New | +$241K | 0.19% | 44 |
|