Schubert & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
3,424
+385
| +13% | +$37.6K | 0.24% | 48 |
|
|
2025
Q1 | $267K | Buy |
3,039
+162
| +6% | +$14.2K | 0.18% | 53 |
|
|
2024
Q4 | $260K | Buy |
2,877
+89
| +3% | +$8.04K | 0.18% | 47 |
|
|
2024
Q3 | $225K | Buy |
+2,788
| New | +$225K | 0.16% | 56 |
|
|
2023
Q2 | – | Sell |
-2,739
| Closed | -$135K | – | 1528 |
|
|
2023
Q1 | $135K | Sell |
2,739
-33
| -1% | -$1.62K | 0.12% | 42 |
|
|
2022
Q4 | $131K | Sell |
2,772
-195
| -7% | -$9.22K | 0.12% | 38 |
|
|
2022
Q3 | $128K | Buy |
2,967
+315
| +12% | +$13.6K | 0.12% | 38 |
|
|
2022
Q2 | $108K | Buy |
2,652
+405
| +18% | +$16.5K | 0.1% | 44 |
|
|
2022
Q1 | $111K | Buy |
2,247
+300
| +15% | +$14.8K | 0.12% | 35 |
|
|
2021
Q4 | $94K | Buy |
+1,947
| New | +$94K | 0.1% | 35 |
|