Stelac Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
1,811
+31
| +2% | +$3.03K | 0.07% | 86 |
|
|
2025
Q1 | $157K | Buy |
1,780
+196
| +12% | +$17.2K | 0.06% | 84 |
|
|
2024
Q4 | $144K | Hold |
1,584
| – | – | 0.06% | 90 |
|
|
2024
Q3 | $125K | Hold |
1,584
| – | – | 0.05% | 98 |
|
|
2024
Q2 | $107K | Buy |
+1,584
| New | +$107K | 0.05% | 104 |
|
|
2022
Q4 | – | Sell |
-5,625
| Closed | -$246K | – | 168 |
|
|
2022
Q3 | $246K | Hold |
5,625
| – | – | 0.11% | 122 |
|
|
2022
Q2 | $228K | Buy |
+5,625
| New | +$228K | 0.09% | 131 |
|
|
2022
Q1 | – | Sell |
-2,691
| Closed | -$130K | – | 193 |
|
|
2021
Q4 | $130K | Buy |
+2,691
| New | +$130K | 0.04% | 169 |
|
|
2021
Q3 | – | Sell |
-2,961
| Closed | -$139K | – | 286 |
|
|
2021
Q2 | $139K | Sell |
2,961
-408
| -12% | -$19.2K | 0.03% | 243 |
|
|
2021
Q1 | $153K | Sell |
3,369
-744
| -18% | -$33.8K | 0.06% | 169 |
|
|
2020
Q4 | $198K | Hold |
4,113
| – | – | 0.05% | 178 |
|
|
2020
Q3 | $192K | Buy |
+4,113
| New | +$192K | 0.07% | 135 |
|
|
2018
Q3 | – | Sell |
-5,631
| Closed | -$161K | – | 175 |
|
|
2018
Q2 | $161K | Buy |
5,631
+1,398
| +33% | +$40K | 0.04% | 99 |
|
|
2018
Q1 | $126K | Buy |
+4,233
| New | +$126K | 0.04% | 109 |
|