Sittner & Nelson’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$603K Buy
6,167
+3
+0% +$293 0.24% 68
2025
Q1
$541K Buy
6,164
+1
+0% +$88 0.23% 69
2024
Q4
$557K Hold
6,163
0.24% 65
2024
Q3
$498K Sell
6,163
-54
-0.9% -$4.36K 0.22% 70
2024
Q2
$421K Sell
6,217
-700
-10% -$47.4K 0.21% 72
2024
Q1
$416K Sell
6,917
-1
-0% -$60 0.21% 74
2023
Q4
$364K Hold
6,918
0.19% 80
2023
Q3
$369K Sell
6,918
-60
-0.9% -$3.2K 0.21% 75
2023
Q2
$366K Sell
6,978
-801
-10% -$42K 0.2% 79
2023
Q1
$382K Buy
7,779
+6
+0.1% +$295 0.22% 78
2022
Q4
$367K Hold
7,773
0.22% 81
2022
Q3
$336K Sell
7,773
-900
-10% -$38.9K 0.23% 76
2022
Q2
$351K Buy
8,673
+1,500
+21% +$60.7K 0.23% 79
2022
Q1
$356K Sell
7,173
-408
-5% -$20.2K 0.21% 78
2021
Q4
$366K Buy
7,581
+1,500
+25% +$72.4K 0.21% 75
2021
Q3
$283K Hold
6,081
0.18% 79
2021
Q2
$286K Hold
6,081
0.2% 71
2021
Q1
$275K Hold
6,081
0.21% 71
2020
Q4
$292K Buy
+6,081
New +$292K 0.26% 70