Richard W. Paul & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Sell |
8,299
-1,720
| -17% | -$168K | 0.29% | 86 |
|
|
2025
Q1 | $880K | Sell |
10,019
-2,006
| -17% | -$176K | 0.35% | 71 |
|
|
2024
Q4 | $1.09M | Sell |
12,025
-624
| -5% | -$56.4K | 0.4% | 68 |
|
|
2024
Q3 | $1.02M | Sell |
12,649
-1,614
| -11% | -$130K | 0.37% | 73 |
|
|
2024
Q2 | $966K | Buy |
14,263
+32
| +0.2% | +$2.17K | 0.37% | 68 |
|
|
2024
Q1 | $856K | Sell |
14,231
-154
| -1% | -$9.27K | 0.34% | 78 |
|
|
2023
Q4 | $756K | Sell |
14,385
-96
| -0.7% | -$5.05K | 0.32% | 83 |
|
|
2023
Q3 | $772K | Buy |
14,481
+765
| +6% | +$40.8K | 0.35% | 77 |
|
|
2023
Q2 | $719K | Sell |
13,716
-6,348
| -32% | -$333K | 0.31% | 90 |
|
|
2023
Q1 | $986K | Buy |
20,064
+651
| +3% | +$32K | 0.45% | 60 |
|
|
2022
Q4 | $918K | Buy |
+19,413
| New | +$918K | 0.46% | 64 |
|