Pursue 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 | $3.61M | Hold |
36,937
| – | – | 2.05% | 13 |
|
2025
Q1 | $3.24M | Hold |
36,937
| – | – | 1.97% | 15 |
|
2024
Q4 | $3.34M | Hold |
36,937
| – | – | 1.91% | 18 |
|
2024
Q3 | $2.98M | Hold |
36,937
| – | – | 1.63% | 18 |
|
2024
Q2 | $2.5M | Buy |
36,937
+2,401
| +7% | +$163K | 1.36% | 24 |
|
2024
Q1 | $2.08M | Hold |
34,536
| – | – | 1.22% | 26 |
|
2023
Q4 | $1.81M | Buy |
34,536
+3,000
| +10% | +$158K | 1.17% | 25 |
|
2023
Q3 | $1.68M | Sell |
31,536
-6,000
| -16% | -$320K | 1.19% | 27 |
|
2023
Q2 | $1.97M | Sell |
37,536
-1,986
| -5% | -$104K | 1.23% | 26 |
|
2023
Q1 | $1.94M | Buy |
39,522
+687
| +2% | +$33.8K | 1.33% | 29 |
|
2022
Q4 | $1.84M | Buy |
38,835
+6,000
| +18% | +$284K | 1.42% | 26 |
|
2022
Q3 | $1.42M | Buy |
32,835
+12,000
| +58% | +$519K | 1.02% | 30 |
|
2022
Q2 | $844K | Hold |
20,835
| – | – | 0.54% | 51 |
|
2022
Q1 | $1.09M | Hold |
20,835
| – | – | 0.45% | 55 |
|
2021
Q4 | $1.01M | Buy |
+20,835
| New | +$1.01M | 0.39% | 58 |
|