Seven Springs Wealth 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 | $235K | Sell |
2,399
-612
| -20% | -$59.8K | 0.06% | 77 |
|
2025
Q1 | $264K | Buy |
3,011
+35
| +1% | +$3.07K | 0.09% | 67 |
|
2024
Q4 | $269K | Buy |
+2,976
| New | +$269K | 0.1% | 65 |
|
2021
Q2 | – | Sell |
-300
| Closed | -$14K | – | 141 |
|
2021
Q1 | $14K | Hold |
300
| – | – | 0.01% | 117 |
|
2020
Q4 | $14K | Hold |
300
| – | – | 0.01% | 112 |
|
2020
Q3 | $14K | Hold |
300
| – | – | 0.01% | 110 |
|
2020
Q2 | $12K | Hold |
300
| – | – | 0.01% | 112 |
|
2020
Q1 | $11K | Hold |
300
| – | – | 0.01% | 114 |
|
2019
Q4 | $12K | Buy |
+300
| New | +$12K | 0.01% | 163 |
|