SC
Stephens Consulting’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
5,734
+76
| +1% | +$7.43K | 0.13% | 55 |
|
|
2025
Q1 | $497K | Buy |
5,658
+15
| +0.3% | +$1.32K | 0.12% | 56 |
|
|
2024
Q4 | $510K | Sell |
5,643
-180
| -3% | -$16.3K | 0.13% | 55 |
|
|
2024
Q3 | $470K | Sell |
5,823
-288
| -5% | -$23.3K | 0.12% | 57 |
|
|
2024
Q2 | $414K | Sell |
6,111
-284
| -4% | -$19.2K | 0.12% | 56 |
|
|
2024
Q1 | $385K | Buy |
6,395
+4,213
| +193% | +$253K | 0.12% | 59 |
|
|
2023
Q4 | $344K | Sell |
2,182
-73
| -3% | -$11.5K | 0.12% | 58 |
|
|
2023
Q3 | $361K | Sell |
2,255
-200
| -8% | -$32K | 0.15% | 53 |
|
|
2023
Q2 | $386K | Hold |
2,455
| – | – | 0.15% | 52 |
|
|
2023
Q1 | $362K | Sell |
2,455
-72
| -3% | -$10.6K | 0.22% | 54 |
|
|
2022
Q4 | $358K | Hold |
2,527
| – | – | 0.24% | 52 |
|
|
2022
Q3 | $328K | Buy |
2,527
+1
| +0% | +$130 | 0.29% | 51 |
|
|
2022
Q2 | $307K | Sell |
2,526
-50
| -2% | -$6.08K | 0.25% | 51 |
|
|
2022
Q1 | $384K | Buy |
2,576
+108
| +4% | +$16.1K | 0.31% | 44 |
|
|
2021
Q4 | $357K | Buy |
+2,468
| New | +$357K | 0.3% | 54 |
|