Planning Directions’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
5,376
-6,018
| -53% | -$588K | 0.3% | 41 |
|
|
2025
Q1 | $1M | Buy |
11,394
+1,995
| +21% | +$175K | 0.43% | 42 |
|
|
2024
Q4 | $849K | Sell |
9,399
-100
| -1% | -$9.04K | 0.49% | 33 |
|
|
2024
Q3 | $767K | Sell |
9,499
-1,120
| -11% | -$90.4K | 0.46% | 35 |
|
|
2024
Q2 | $719K | Sell |
10,619
-167
| -2% | -$11.3K | 0.49% | 32 |
|
|
2024
Q1 | $649K | Buy |
10,786
+31
| +0.3% | +$1.87K | 0.45% | 33 |
|
|
2023
Q4 | $565K | Hold |
10,755
| – | – | 0.4% | 35 |
|
|
2023
Q3 | $573K | Buy |
10,755
+174
| +2% | +$9.27K | 0.44% | 34 |
|
|
2023
Q2 | $554K | Buy |
10,581
+66
| +0.6% | +$3.46K | 0.4% | 35 |
|
|
2023
Q1 | $517K | Sell |
10,515
-342
| -3% | -$16.8K | 0.38% | 38 |
|
|
2022
Q4 | $513K | Hold |
10,857
| – | – | 0.39% | 41 |
|
|
2022
Q3 | $469K | Buy |
10,857
+636
| +6% | +$27.5K | 0.38% | 38 |
|
|
2022
Q2 | $414K | Buy |
10,221
+468
| +5% | +$19K | 0.32% | 40 |
|
|
2022
Q1 | $484K | Buy |
9,753
+3,093
| +46% | +$153K | 0.34% | 41 |
|
|
2021
Q4 | $321K | Buy |
6,660
+600
| +10% | +$28.9K | 0.21% | 55 |
|
|
2021
Q3 | $282K | Buy |
6,060
+1,287
| +27% | +$59.9K | 0.21% | 56 |
|
|
2021
Q2 | $224K | Buy |
+4,773
| New | +$224K | 0.16% | 65 |
|
|
2020
Q2 | – | Sell |
-21,510
| Closed | -$815K | – | 105 |
|
|
2020
Q1 | $815K | Buy |
+21,510
| New | +$815K | 1.14% | 26 |
|