SimplyRich’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Hold |
45,792
| – | – | 1.25% | 14 |
|
|
2025
Q1 | $4.02M | Buy |
45,792
+2
| +0% | +$176 | 1.16% | 17 |
|
|
2024
Q4 | $4.14M | Buy |
45,790
+270
| +0.6% | +$24.4K | 1.18% | 15 |
|
|
2024
Q3 | $3.68M | Buy |
45,520
+1,287
| +3% | +$104K | 1.02% | 17 |
|
|
2024
Q2 | $3M | Buy |
44,233
+181
| +0.4% | +$12.3K | 0.95% | 19 |
|
|
2024
Q1 | $2.65M | Buy |
44,052
+126
| +0.3% | +$7.58K | 0.86% | 24 |
|
|
2023
Q4 | $2.31M | Buy |
43,926
+99
| +0.2% | +$5.2K | 0.79% | 28 |
|
|
2023
Q3 | $2.34M | Hold |
43,827
| – | – | 1.13% | 20 |
|
|
2023
Q2 | $2.3M | Buy |
43,827
+15
| +0% | +$786 | 0.82% | 26 |
|
|
2023
Q1 | $2.15M | Hold |
43,812
| – | – | 0.81% | 27 |
|
|
2022
Q4 | $2.07M | Buy |
43,812
+57
| +0.1% | +$2.69K | 0.82% | 27 |
|
|
2022
Q3 | $1.89M | Hold |
43,755
| – | – | 0.85% | 25 |
|
|
2022
Q2 | $1.77M | Sell |
43,755
-612
| -1% | -$24.8K | 0.74% | 31 |
|
|
2022
Q1 | $2.2M | Sell |
44,367
-414
| -0.9% | -$20.5K | 0.77% | 28 |
|
|
2021
Q4 | $2.16M | Hold |
44,781
| – | – | 0.72% | 29 |
|
|
2021
Q3 | $2.08M | Buy |
44,781
+258
| +0.6% | +$12K | 0.76% | 28 |
|
|
2021
Q2 | $2.09M | Buy |
44,523
+369
| +0.8% | +$17.3K | 0.96% | 22 |
|
|
2021
Q1 | $2M | Buy |
44,154
+585
| +1% | +$26.5K | 0.79% | 27 |
|
|
2020
Q4 | $2.09M | Hold |
43,569
| – | – | 0.94% | 25 |
|
|
2020
Q3 | $2.03M | Hold |
43,569
| – | – | 1.02% | 22 |
|
|
2020
Q2 | $1.73M | Buy |
43,569
+81
| +0.2% | +$3.21K | 0.95% | 27 |
|
|
2020
Q1 | $1.67M | Sell |
43,488
-534
| -1% | -$20.5K | 1.11% | 21 |
|
|
2019
Q4 | $1.75M | Hold |
44,022
| – | – | 0.88% | 29 |
|
|
2019
Q3 | $1.74M | Buy |
44,022
+153
| +0.3% | +$6.04K | 0.95% | 24 |
|
|
2019
Q2 | $1.62M | Hold |
43,869
| – | – | 0.89% | 27 |
|
|
2019
Q1 | $1.43M | Hold |
43,869
| – | – | 1.16% | 27 |
|
|
2018
Q4 | $1.35M | Hold |
43,869
| – | – | 1.24% | 24 |
|
|
2018
Q3 | $1.37M | Hold |
43,869
| – | – | 0.75% | 39 |
|
|
2018
Q2 | $1.25M | Hold |
43,869
| – | – | 0.72% | 40 |
|
|
2018
Q1 | $1.3M | Hold |
43,869
| – | – | 0.73% | 39 |
|
|
2017
Q4 | $1.44M | Buy |
+43,869
| New | +$1.44M | 0.81% | 31 |
|