Ridgecrest 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 | $665K | Sell |
6,806
-8
| -0.1% | -$782 | 0.35% | 54 |
|
|
2025
Q1 | $598K | Buy |
6,814
+500
| +8% | +$43.9K | 0.31% | 55 |
|
|
2024
Q4 | $570K | Sell |
6,314
-2,100
| -25% | -$190K | 0.31% | 52 |
|
|
2024
Q3 | $679K | Sell |
8,414
-3
| -0% | -$242 | 0.35% | 52 |
|
|
2024
Q2 | $570K | Hold |
8,417
| – | – | 0.34% | 53 |
|
|
2024
Q1 | $506K | Buy |
8,417
+50
| +0.6% | +$3.01K | 0.3% | 57 |
|
|
2023
Q4 | $440K | Sell |
8,367
-900
| -10% | -$47.3K | 0.29% | 59 |
|
|
2023
Q3 | $494K | Buy |
9,267
+27
| +0.3% | +$1.44K | 0.35% | 53 |
|
|
2023
Q2 | $484K | Hold |
9,240
| – | – | 0.32% | 55 |
|
|
2023
Q1 | $454K | Hold |
9,240
| – | – | 0.32% | 54 |
|
|
2022
Q4 | $437K | Hold |
9,240
| – | – | 0.33% | 55 |
|
|
2022
Q3 | $399K | Hold |
9,240
| – | – | 0.33% | 52 |
|
|
2022
Q2 | $374K | Buy |
9,240
+600
| +7% | +$24.3K | 0.27% | 62 |
|
|
2022
Q1 | $429K | Sell |
8,640
-300
| -3% | -$14.9K | 0.27% | 66 |
|
|
2021
Q4 | $431K | Buy |
8,940
+249
| +3% | +$12K | 0.21% | 82 |
|
|
2021
Q3 | $404K | Hold |
8,691
| – | – | 0.22% | 80 |
|
|
2021
Q2 | $409K | Buy |
8,691
+141
| +2% | +$6.64K | 0.26% | 71 |
|
|
2021
Q1 | $387K | Buy |
+8,550
| New | +$387K | 0.37% | 59 |
|