Sound Financial Strategies 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 | $804K | Buy |
8,218
+5,857
| +248% | +$573K | 0.68% | 38 |
|
|
2025
Q1 | $207K | Sell |
2,361
-446
| -16% | -$39.2K | 0.19% | 92 |
|
|
2024
Q4 | $254K | Sell |
2,807
-227
| -7% | -$20.5K | 0.21% | 79 |
|
|
2024
Q3 | $245K | Sell |
3,034
-331
| -10% | -$26.7K | 0.2% | 79 |
|
|
2024
Q2 | $228K | Sell |
3,365
-7,153
| -68% | -$484K | 0.2% | 78 |
|
|
2024
Q1 | $633K | Sell |
10,518
-114
| -1% | -$6.86K | 0.53% | 35 |
|
|
2023
Q4 | $559K | Sell |
10,632
-7,062
| -40% | -$371K | 0.47% | 45 |
|
|
2023
Q3 | $943K | Sell |
17,694
-1,350
| -7% | -$72K | 0.78% | 19 |
|
|
2023
Q2 | $998K | Sell |
19,044
-2,181
| -10% | -$114K | 0.73% | 27 |
|
|
2023
Q1 | $1.04M | Buy |
21,225
+12,837
| +153% | +$631K | 0.7% | 27 |
|
|
2022
Q4 | $396K | Buy |
+8,388
| New | +$396K | 0.29% | 50 |
|
|
2022
Q2 | – | Sell |
-16,332
| Closed | -$811K | – | 71 |
|
|
2022
Q1 | $811K | Buy |
+16,332
| New | +$811K | 0.45% | 48 |
|
|
2021
Q1 | – | Sell |
-12,132
| Closed | -$583K | – | 101 |
|
|
2020
Q4 | $583K | Buy |
12,132
+1,137
| +10% | +$54.6K | 0.32% | 59 |
|
|
2020
Q3 | $513K | Sell |
10,995
-168
| -2% | -$7.84K | 0.33% | 35 |
|
|
2020
Q2 | $446K | Sell |
11,163
-3
| -0% | -$120 | 0.29% | 42 |
|
|
2020
Q1 | $423K | Sell |
11,166
-23,436
| -68% | -$888K | 0.29% | 36 |
|
|
2019
Q4 | $1.37M | Buy |
+34,602
| New | +$1.37M | 0.87% | 37 |
|