Slocum, Gordon & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
10,894
-1,200
| -10% | -$117K | 0.86% | 31 |
|
|
2025
Q1 | $1.06M | Buy |
12,094
+220
| +2% | +$19.3K | 0.79% | 30 |
|
|
2024
Q4 | $1.07M | Sell |
11,874
-85
| -0.7% | -$7.68K | 0.88% | 28 |
|
|
2024
Q3 | $966K | Buy |
11,959
+200
| +2% | +$16.2K | 0.39% | 35 |
|
|
2024
Q2 | $796K | Buy |
11,759
+300
| +3% | +$20.3K | 0.59% | 32 |
|
|
2024
Q1 | $690K | Buy |
11,459
+401
| +4% | +$24.1K | 0.51% | 34 |
|
|
2023
Q4 | $581K | Buy |
11,058
+216
| +2% | +$11.4K | 0.51% | 33 |
|
|
2023
Q3 | $578K | Buy |
10,842
+57
| +0.5% | +$3.04K | 0.5% | 34 |
|
|
2023
Q2 | $565K | Hold |
10,785
| – | – | 0.41% | 32 |
|
|
2023
Q1 | $530K | Hold |
10,785
| – | – | 0.44% | 32 |
|
|
2022
Q4 | $510K | Buy |
+10,785
| New | +$510K | 0.33% | 36 |
|