Sara-Bay Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
9,904
-202
| -2% | -$19.8K | 0.35% | 27 |
|
|
2025
Q1 | $861K | Hold |
10,106
| – | – | 0.38% | 32 |
|
|
2024
Q4 | $915K | Sell |
10,106
-310
| -3% | -$28.1K | 0.34% | 30 |
|
|
2024
Q3 | $841K | Hold |
10,416
| – | – | 0.3% | 36 |
|
|
2024
Q2 | $705K | Sell |
10,416
-135
| -1% | -$9.14K | 0.29% | 43 |
|
|
2024
Q1 | $633K | Hold |
10,551
| – | – | 0.28% | 43 |
|
|
2023
Q4 | $554K | Sell |
10,551
-180
| -2% | -$9.46K | 0.27% | 44 |
|
|
2023
Q3 | $572K | Hold |
10,731
| – | – | 0.29% | 39 |
|
|
2023
Q2 | $562K | Sell |
10,731
-447
| -4% | -$23.4K | 0.27% | 43 |
|
|
2023
Q1 | $549K | Buy |
11,178
+105
| +0.9% | +$5.16K | 0.28% | 38 |
|
|
2022
Q4 | $523K | Hold |
11,073
| – | – | 0.29% | 44 |
|
|
2022
Q3 | $479K | Sell |
11,073
-78
| -0.7% | -$3.37K | 0.27% | 43 |
|
|
2022
Q2 | $452K | Hold |
11,151
| – | – | 0.22% | 51 |
|
|
2022
Q1 | $554K | Sell |
11,151
-1,731
| -13% | -$86K | 0.22% | 46 |
|
|
2021
Q4 | $621K | Buy |
12,882
+1,221
| +10% | +$58.9K | 0.19% | 44 |
|
|
2021
Q3 | $542K | Hold |
11,661
| – | – | 0.21% | 43 |
|
|
2021
Q2 | $549K | Buy |
11,661
+273
| +2% | +$12.9K | 0.21% | 44 |
|
|
2021
Q1 | $516K | Buy |
11,388
+24
| +0.2% | +$1.09K | 0.21% | 45 |
|
|
2020
Q4 | $546K | Hold |
11,364
| – | – | 0.25% | 38 |
|
|
2020
Q3 | $530K | Sell |
11,364
-1,536
| -12% | -$71.6K | 0.29% | 38 |
|
|
2020
Q2 | $513K | Buy |
+12,900
| New | +$513K | 0.29% | 37 |
|