Second Half Financial 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 | $1.09M | Sell |
11,137
-257
| -2% | -$25.1K | 0.51% | 30 |
|
|
2025
Q1 | $1M | Sell |
11,394
-7
| -0.1% | -$615 | 0.5% | 32 |
|
|
2024
Q4 | $1.03M | Buy |
11,401
+3,710
| +48% | +$335K | 0.5% | 36 |
|
|
2024
Q3 | $621K | Buy |
+7,691
| New | +$621K | 0.33% | 51 |
|
|
2024
Q2 | – | Sell |
-7,126
| Closed | -$429K | – | 67 |
|
|
2024
Q1 | $429K | Buy |
7,126
+901
| +14% | +$54.2K | 0.19% | 47 |
|
|
2023
Q4 | $327K | Sell |
6,225
-3
| -0% | -$158 | 0.16% | 40 |
|
|
2023
Q3 | $332K | Sell |
6,228
-57,159
| -90% | -$3.05M | 0.17% | 31 |
|
|
2023
Q2 | $3.32M | Buy |
63,387
+57,159
| +918% | +$2.99M | 0.76% | 38 |
|
|
2023
Q1 | $306K | Hold |
6,228
| – | – | 0.18% | 30 |
|
|
2022
Q4 | $299K | Sell |
6,228
-294
| -5% | -$14.1K | 0.19% | 33 |
|
|
2022
Q3 | $282K | Buy |
6,522
+309
| +5% | +$13.4K | 0.35% | 29 |
|
|
2022
Q2 | $281K | Hold |
6,213
| – | – | 0.22% | 54 |
|
|
2022
Q1 | $281K | Buy |
+6,213
| New | +$281K | 0.22% | 54 |
|