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