Retirement Guys Formula’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,329
| Closed | -$221K | – | 155 |
|
|
2025
Q1 | $221K | Sell |
2,329
-27,996
| -92% | -$2.65M | 0.11% | 121 |
|
|
2024
Q4 | $2.74M | Buy |
30,325
+397
| +1% | +$35.9K | 1.38% | 13 |
|
|
2024
Q3 | $2.42M | Buy |
29,928
+1,136
| +4% | +$91.7K | 1.12% | 18 |
|
|
2024
Q2 | $1.95M | Sell |
28,792
-2,256
| -7% | -$153K | 0.93% | 28 |
|
|
2024
Q1 | $1.87M | Buy |
31,048
+21,667
| +231% | +$1.3M | 0.91% | 32 |
|
|
2023
Q4 | $493K | Sell |
9,381
-990
| -10% | -$52K | 0.26% | 88 |
|
|
2023
Q3 | $553K | Sell |
10,371
-12,078
| -54% | -$644K | 0.38% | 69 |
|
|
2023
Q2 | $1.18M | Sell |
22,449
-498
| -2% | -$26.1K | 0.68% | 36 |
|
|
2023
Q1 | $1.13M | Buy |
22,947
+891
| +4% | +$43.8K | 0.81% | 34 |
|
|
2022
Q4 | $1.04M | Buy |
22,056
+3,255
| +17% | +$154K | 0.86% | 28 |
|
|
2022
Q3 | $813K | Buy |
18,801
+11,289
| +150% | +$488K | 0.86% | 23 |
|
|
2022
Q2 | $304K | Buy |
7,512
+1,008
| +15% | +$40.8K | 0.31% | 99 |
|
|
2022
Q1 | $323K | Sell |
6,504
-3,255
| -33% | -$162K | 0.22% | 83 |
|
|
2021
Q4 | $471K | Buy |
+9,759
| New | +$471K | 0.37% | 58 |
|