Spotlight Asset Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $779K | Buy |
11,501
+1,520
| +15% | +$103K | 0.54% | 35 |
|
|
2024
Q1 | $601K | Buy |
9,981
+2,022
| +25% | +$122K | 0.43% | 41 |
|
|
2023
Q4 | $424K | Hold |
7,959
| – | – | 0.38% | 40 |
|
|
2023
Q3 | $424K | Buy |
7,959
+33
| +0.4% | +$1.76K | 0.38% | 40 |
|
|
2023
Q2 | $415K | Sell |
7,926
-3,822
| -33% | -$200K | 0.37% | 40 |
|
|
2023
Q1 | $536K | Buy |
+11,748
| New | +$536K | 0.53% | 35 |
|
|
2022
Q3 | $536K | Buy |
+11,748
| New | +$536K | 0.53% | 35 |
|
|
2021
Q3 | $1.26M | Buy |
27,024
+4,677
| +21% | +$217K | 0.63% | 36 |
|
|
2021
Q2 | $1.05M | Buy |
22,347
+501
| +2% | +$23.5K | 0.4% | 47 |
|
|
2021
Q1 | $989K | Buy |
21,846
+13,719
| +169% | +$621K | 0.37% | 55 |
|
|
2020
Q4 | $391K | Hold |
8,127
| – | – | 0.15% | 89 |
|
|
2020
Q3 | $379K | Buy |
8,127
+2,991
| +58% | +$139K | 0.15% | 95 |
|
|
2020
Q2 | $205K | Sell |
5,136
-825
| -14% | -$32.9K | 0.09% | 126 |
|
|
2020
Q1 | $226K | Buy |
5,961
+825
| +16% | +$31.3K | 0.12% | 98 |
|
|
2019
Q4 | $209K | Buy |
+5,136
| New | +$209K | 0.1% | 111 |
|