Principal Street Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
8,530
+4,490
| +111% | +$439K | 0.08% | 140 |
|
|
2025
Q1 | $355K | Hold |
4,040
| – | – | 0.07% | 155 |
|
|
2024
Q4 | $365K | Hold |
4,040
| – | – | 0.07% | 144 |
|
|
2024
Q3 | $274K | Hold |
4,040
| – | – | 0.04% | 185 |
|
|
2024
Q2 | $274K | Hold |
4,040
| – | – | 0.05% | 187 |
|
|
2024
Q1 | $244K | Sell |
4,040
-145
| -3% | -$8.77K | 0.05% | 212 |
|
|
2023
Q4 | $220K | Sell |
4,185
-3,423
| -45% | -$180K | 0.05% | 195 |
|
|
2023
Q3 | $405K | Buy |
+7,608
| New | +$405K | 0.08% | 172 |
|
|
2022
Q2 | – | Sell |
-4,620
| Closed | -$229K | – | 226 |
|
|
2022
Q1 | $229K | Buy |
+4,620
| New | +$229K | 0.05% | 197 |
|
|
2021
Q4 | – | Sell |
-4,746
| Closed | -$220K | – | 215 |
|
|
2021
Q3 | $220K | Buy |
+4,746
| New | +$220K | 0.06% | 179 |
|