Princeton Global Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $123K | Buy |
1,259
+348
| +38% | +$34K | 0.02% | 224 |
|
2025
Q1 | $80K | Sell |
911
-715
| -44% | -$62.8K | 0.02% | 249 |
|
2024
Q4 | $147K | Buy |
1,626
+52
| +3% | +$4.7K | 0.03% | 212 |
|
2024
Q3 | $127K | Buy |
1,574
+820
| +109% | +$66.2K | 0.02% | 218 |
|
2024
Q2 | $51.1K | Buy |
754
+112
| +17% | +$7.59K | 0.01% | 287 |
|
2024
Q1 | $38.7K | Sell |
642
-99
| -13% | -$5.96K | 0.01% | 294 |
|
2023
Q4 | $39K | Hold |
741
| – | – | 0.01% | 291 |
|
2023
Q3 | $39.5K | Hold |
741
| – | – | 0.01% | 272 |
|
2023
Q2 | $38.8K | Hold |
741
| – | – | 0.01% | 277 |
|
2023
Q1 | $36.4K | Buy |
741
+42
| +6% | +$2.07K | 0.01% | 286 |
|
2022
Q4 | $33K | Hold |
699
| – | – | 0.01% | 277 |
|
2022
Q3 | $30K | Hold |
699
| – | – | 0.01% | 283 |
|
2022
Q2 | $28K | Hold |
699
| – | – | 0.01% | 305 |
|
2022
Q1 | $35K | Buy |
699
+300
| +75% | +$15K | 0.01% | 301 |
|
2021
Q4 | $19K | Buy |
399
+99
| +33% | +$4.71K | 0.01% | 345 |
|
2021
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 379 |
|
2021
Q2 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 385 |
|
2020
Q3 | – | Sell |
-2,244
| Closed | -$89K | – | 541 |
|
2020
Q2 | $89K | Hold |
2,244
| – | – | 0.03% | 221 |
|
2020
Q1 | $85K | Hold |
2,244
| – | – | 0.04% | 201 |
|
2019
Q4 | $89 | Buy |
2,244
+1,182
| +111% | +$47 | 0.04% | 194 |
|
2019
Q3 | $42K | Sell |
1,062
-105
| -9% | -$4.15K | 0.02% | 224 |
|
2019
Q2 | $43K | Buy |
+1,167
| New | +$43K | 0.03% | 232 |
|