Private Client Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Sell |
9,626
-1,118
| -10% | -$109K | 0.37% | 71 |
|
|
2025
Q1 | $943K | Buy |
10,744
+2,835
| +36% | +$249K | 0.47% | 54 |
|
|
2024
Q4 | $715K | Buy |
7,909
+488
| +7% | +$44.1K | 0.38% | 70 |
|
|
2024
Q3 | $599K | Buy |
7,421
+229
| +3% | +$18.5K | 0.32% | 69 |
|
|
2024
Q2 | $487K | Buy |
7,192
+604
| +9% | +$40.9K | 0.31% | 72 |
|
|
2024
Q1 | $396K | Buy |
6,588
+282
| +4% | +$17K | 0.27% | 80 |
|
|
2023
Q4 | $331K | Buy |
+6,306
| New | +$331K | 0.27% | 95 |
|