S.E.E.D. Planning Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
9,670
-513
| -5% | -$50.2K | 0.3% | 51 |
|
|
2025
Q1 | $894K | Sell |
10,183
-753
| -7% | -$66.1K | 0.3% | 53 |
|
|
2024
Q4 | $988K | Sell |
10,936
-843
| -7% | -$76.2K | 0.33% | 54 |
|
|
2024
Q3 | $951K | Sell |
11,779
-902
| -7% | -$72.8K | 0.32% | 54 |
|
|
2024
Q2 | $859K | Sell |
12,681
-200
| -2% | -$13.5K | 0.31% | 55 |
|
|
2024
Q1 | $775K | Buy |
12,881
+194
| +2% | +$11.7K | 0.28% | 56 |
|
|
2023
Q4 | $667K | Sell |
12,687
-1,944
| -13% | -$102K | 0.27% | 51 |
|
|
2023
Q3 | $780K | Sell |
14,631
-1,095
| -7% | -$58.4K | 0.3% | 47 |
|
|
2023
Q2 | $824K | Buy |
15,726
+90
| +0.6% | +$4.72K | 0.29% | 49 |
|
|
2023
Q1 | $769K | Sell |
15,636
-1,011
| -6% | -$49.7K | 0.3% | 47 |
|
|
2022
Q4 | $787K | Buy |
16,647
+138
| +0.8% | +$6.52K | 0.34% | 44 |
|
|
2022
Q3 | $714K | Buy |
16,509
+5,070
| +44% | +$219K | 0.33% | 47 |
|
|
2022
Q2 | $464K | Buy |
11,439
+2,730
| +31% | +$111K | 0.21% | 54 |
|
|
2022
Q1 | $432K | Buy |
8,709
+432
| +5% | +$21.4K | 0.18% | 56 |
|
|
2021
Q4 | $399K | Buy |
+8,277
| New | +$399K | 0.17% | 58 |
|
|
2021
Q1 | – | Sell |
-3,861
| Closed | -$186K | – | 79 |
|
|
2020
Q4 | $186K | Buy |
+3,861
| New | +$186K | 0.11% | 67 |
|