Quaker Wealth 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 | $47.5K | Buy |
+486
| New | +$47.5K | 0.02% | 165 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 860 |
|
2024
Q3 | $222K | Buy |
+2,744
| New | +$222K | 0.08% | 55 |
|
2022
Q3 | – | Sell |
-5,889
| Closed | -$239K | – | 52 |
|
2022
Q2 | $239K | Buy |
5,889
+1,224
| +26% | +$49.7K | 0.12% | 37 |
|
2022
Q1 | $232K | Buy |
+4,665
| New | +$232K | 0.1% | 43 |
|
2021
Q1 | $250K | Sell |
5,523
-945
| -15% | -$42.8K | 0.12% | 45 |
|
2020
Q4 | $311K | Sell |
6,468
-1,200
| -16% | -$57.7K | 0.16% | 36 |
|
2020
Q3 | $358K | Buy |
+7,668
| New | +$358K | 0.19% | 33 |
|