SteelPeak Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.21M | Buy |
22,566
+1,982
| +10% | +$194K | 0.09% | 180 |
|
2025
Q1 | $1.81M | Sell |
20,584
-29,085
| -59% | -$2.56M | 0.08% | 183 |
|
2024
Q4 | $4.5M | Sell |
49,669
-1,001
| -2% | -$90.7K | 0.18% | 98 |
|
2024
Q3 | $4.09M | Buy |
50,670
+6,001
| +13% | +$485K | 0.18% | 94 |
|
2024
Q2 | $3.02M | Buy |
44,669
+28,344
| +174% | +$1.92M | 0.14% | 115 |
|
2024
Q1 | $986K | Sell |
16,325
-21,040
| -56% | -$1.27M | 0.05% | 213 |
|
2023
Q4 | $1.97M | Sell |
37,365
-9,432
| -20% | -$498K | 0.11% | 139 |
|
2023
Q3 | $2.49M | Buy |
46,797
+28,137
| +151% | +$1.5M | 0.16% | 118 |
|
2023
Q2 | $978K | Buy |
18,660
+282
| +2% | +$14.8K | 0.06% | 183 |
|
2023
Q1 | $907K | Sell |
18,378
-128,907
| -88% | -$6.36M | 0.06% | 171 |
|
2022
Q4 | $7M | Buy |
147,285
+77,928
| +112% | +$3.7M | 0.51% | 53 |
|
2022
Q3 | $3M | Buy |
69,357
+7,950
| +13% | +$344K | 0.22% | 84 |
|
2022
Q2 | $2.49M | Sell |
61,407
-12,048
| -16% | -$488K | 0.18% | 98 |
|
2022
Q1 | $3.65M | Sell |
73,455
-702
| -0.9% | -$34.8K | 0.21% | 82 |
|
2021
Q4 | $3.58M | Buy |
74,157
+3,819
| +5% | +$184K | 0.2% | 86 |
|
2021
Q3 | $3.27M | Sell |
70,338
-279
| -0.4% | -$13K | 0.22% | 84 |
|
2021
Q2 | $3.32M | Buy |
70,617
+8,187
| +13% | +$385K | 0.23% | 85 |
|
2021
Q1 | $2.83M | Buy |
62,430
+10,197
| +20% | +$462K | 0.22% | 83 |
|
2020
Q4 | $2.51M | Buy |
52,233
+8,460
| +19% | +$407K | 0.23% | 89 |
|
2020
Q3 | $2.04M | Sell |
43,773
-14,658
| -25% | -$683K | 0.22% | 90 |
|
2020
Q2 | $2.33M | Buy |
58,431
+16,617
| +40% | +$663K | 0.29% | 73 |
|
2020
Q1 | $1.58M | Sell |
41,814
-10,581
| -20% | -$401K | 0.25% | 86 |
|
2019
Q4 | $2.08M | Buy |
+52,395
| New | +$2.08M | 0.29% | 75 |
|