Retirement Planning Group (Kansas)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
33,535
+1,472
| +5% | +$144K | 0.14% | 58 |
|
|
2025
Q1 | $2.81M | Sell |
32,063
-833
| -3% | -$73.1K | 0.13% | 65 |
|
|
2024
Q4 | $2.97M | Sell |
32,896
-2,801
| -8% | -$253K | 0.15% | 59 |
|
|
2024
Q3 | $2.88M | Buy |
35,697
+16,549
| +86% | +$1.34M | 0.16% | 68 |
|
|
2024
Q2 | $1.3M | Sell |
19,148
-2,520
| -12% | -$171K | 0.08% | 88 |
|
|
2024
Q1 | $1.3M | Buy |
21,668
+1,199
| +6% | +$72.1K | 0.1% | 81 |
|
|
2023
Q4 | $1.08M | Sell |
20,469
-921
| -4% | -$48.4K | 0.1% | 73 |
|
|
2023
Q3 | $1.14M | Sell |
21,390
-1,020
| -5% | -$54.4K | 0.12% | 55 |
|
|
2023
Q2 | $1.17M | Buy |
22,410
+513
| +2% | +$26.9K | 0.12% | 58 |
|
|
2023
Q1 | $1.08M | Buy |
21,897
+585
| +3% | +$28.8K | 0.11% | 59 |
|
|
2022
Q4 | $1.01M | Buy |
21,312
+57
| +0.3% | +$2.69K | 0.12% | 61 |
|
|
2022
Q3 | $919K | Buy |
21,255
+3,216
| +18% | +$139K | 0.12% | 61 |
|
|
2022
Q2 | $731K | Buy |
18,039
+738
| +4% | +$29.9K | 0.09% | 60 |
|
|
2022
Q1 | $859K | Sell |
17,301
-177
| -1% | -$8.79K | 0.09% | 51 |
|
|
2021
Q4 | $843K | Buy |
17,478
+3,102
| +22% | +$150K | 0.08% | 53 |
|
|
2021
Q3 | $668K | Buy |
14,376
+9
| +0.1% | +$418 | 0.08% | 50 |
|
|
2021
Q2 | $675K | Buy |
14,367
+4,125
| +40% | +$194K | 0.08% | 55 |
|
|
2021
Q1 | $464K | Sell |
10,242
-3,324
| -25% | -$151K | 0.06% | 47 |
|
|
2020
Q4 | $652K | Hold |
13,566
| – | – | 0.09% | 41 |
|
|
2020
Q3 | $633K | Buy |
13,566
+8,298
| +158% | +$387K | 0.1% | 37 |
|
|
2020
Q2 | $210K | Buy |
+5,268
| New | +$210K | 0.04% | 56 |
|
|
2014
Q1 | – | Sell |
-7,626
| Closed | -$200K | – | 73 |
|
|
2013
Q4 | $200K | Buy |
+7,626
| New | +$200K | 0.07% | 70 |
|