Principle Wealth 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 | $2.01M | Buy |
20,558
+2,418
| +13% | +$236K | 0.13% | 120 |
|
|
2025
Q1 | $1.59M | Hold |
18,140
| – | – | 0.11% | 131 |
|
|
2024
Q4 | $1.64M | Sell |
18,140
-203
| -1% | -$18.3K | 0.12% | 131 |
|
|
2024
Q3 | $1.48M | Sell |
18,343
-602
| -3% | -$48.6K | 0.1% | 134 |
|
|
2024
Q2 | $1.28M | Buy |
18,945
+258
| +1% | +$17.5K | 0.1% | 138 |
|
|
2024
Q1 | $1.12M | Buy |
18,687
+132
| +0.7% | +$7.94K | 0.09% | 148 |
|
|
2023
Q4 | $975K | Hold |
18,555
| – | – | 0.08% | 159 |
|
|
2023
Q3 | $989K | Buy |
18,555
+159
| +0.9% | +$8.48K | 0.1% | 146 |
|
|
2023
Q2 | $964K | Buy |
18,396
+1,560
| +9% | +$81.7K | 0.1% | 145 |
|
|
2023
Q1 | $827K | Hold |
16,836
| – | – | 0.09% | 152 |
|
|
2022
Q4 | $796K | Buy |
16,836
+24
| +0.1% | +$1.13K | 0.09% | 150 |
|
|
2022
Q3 | $727 | Sell |
16,812
-2,124
| -11% | -$92 | 0.07% | 147 |
|
|
2022
Q2 | $767K | Sell |
18,936
-2,013
| -10% | -$81.5K | 0.09% | 159 |
|
|
2022
Q1 | $1.04M | Sell |
20,949
-840
| -4% | -$41.7K | 0.11% | 134 |
|
|
2021
Q4 | $1.05M | Sell |
21,789
-336
| -2% | -$16.2K | 0.11% | 134 |
|
|
2021
Q3 | $1.03M | Sell |
22,125
-117
| -0.5% | -$5.44K | 0.12% | 126 |
|
|
2021
Q2 | $1.05M | Buy |
22,242
+1,119
| +5% | +$52.6K | 0.12% | 127 |
|
|
2021
Q1 | $956K | Buy |
21,123
+3,828
| +22% | +$173K | 0.11% | 126 |
|
|
2020
Q4 | $831K | Buy |
+17,295
| New | +$831K | 0.11% | 132 |
|
|
2020
Q3 | – | Sell |
-2,061
| Closed | -$82K | – | 436 |
|
|
2020
Q2 | $82K | Buy |
+2,061
| New | +$82K | 0.02% | 234 |
|