Portside Wealth Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
10,361
-6,427
| -38% | -$628K | 0.15% | 145 |
|
|
2025
Q1 | $1.47M | Sell |
16,788
-8,400
| -33% | -$737K | 0.24% | 98 |
|
|
2024
Q4 | $2.28M | Sell |
25,188
-477
| -2% | -$43.1K | 0.38% | 65 |
|
|
2024
Q3 | $2.07M | Sell |
25,665
-4,977
| -16% | -$402K | 0.35% | 71 |
|
|
2024
Q2 | $2.07M | Buy |
30,642
+786
| +3% | +$53.2K | 0.4% | 66 |
|
|
2024
Q1 | $1.8M | Sell |
29,856
-5,262
| -15% | -$317K | 0.33% | 83 |
|
|
2023
Q4 | $1.85M | Sell |
35,118
-2,676
| -7% | -$141K | 0.34% | 81 |
|
|
2023
Q3 | $2.02M | Buy |
37,794
+939
| +3% | +$50.1K | 0.38% | 70 |
|
|
2023
Q2 | $1.93M | Buy |
+36,855
| New | +$1.93M | 0.36% | 76 |
|