Simplicity Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
103,810
+47,035
| +83% | +$4.6M | 0.42% | 48 |
|
|
2025
Q1 | $4.98M | Buy |
56,775
+44,106
| +348% | +$3.87M | 0.39% | 51 |
|
|
2024
Q4 | $1.14M | Sell |
12,669
-39,357
| -76% | -$3.56M | 0.24% | 76 |
|
|
2024
Q3 | $4.2M | Sell |
52,026
-137,683
| -73% | -$11.1M | 0.39% | 56 |
|
|
2024
Q2 | $12.8M | Sell |
189,709
-13,983
| -7% | -$947K | 0.29% | 69 |
|
|
2024
Q1 | $12.3M | Buy |
203,692
+164,074
| +414% | +$9.87M | 0.29% | 68 |
|
|
2023
Q4 | $2.08M | Buy |
39,618
+20,046
| +102% | +$1.05M | 0.81% | 28 |
|
|
2023
Q3 | $1.04M | Buy |
19,572
+1,764
| +10% | +$94K | 0.61% | 28 |
|
|
2023
Q2 | $933K | Buy |
17,808
+1,356
| +8% | +$71K | 0.58% | 32 |
|
|
2023
Q1 | $809K | Sell |
16,452
-15
| -0.1% | -$737 | 0.54% | 32 |
|
|
2022
Q4 | $778K | Buy |
16,467
+282
| +2% | +$13.3K | 0.69% | 24 |
|
|
2022
Q3 | $700K | Buy |
16,185
+15
| +0.1% | +$649 | 0.94% | 36 |
|
|
2022
Q2 | $655K | Sell |
16,170
-279
| -2% | -$11.3K | 0.96% | 34 |
|
|
2022
Q1 | $817K | Buy |
+16,449
| New | +$817K | 0.79% | 34 |
|