Sterling Manor Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
2,714
| – | – | 0.18% | 28 |
|
|
2025
Q1 | $238K | Hold |
2,714
| – | – | 0.17% | 27 |
|
|
2024
Q4 | $245K | Hold |
2,714
| – | – | 0.17% | 25 |
|
|
2024
Q3 | $219K | Buy |
+2,714
| New | +$219K | 0.15% | 26 |
|
|
2022
Q2 | – | Sell |
-8,277
| Closed | -$411K | – | 85 |
|
|
2022
Q1 | $411K | Sell |
8,277
-270
| -3% | -$13.4K | 0.33% | 46 |
|
|
2021
Q4 | $412K | Buy |
8,547
+1,329
| +18% | +$64.1K | 0.32% | 46 |
|
|
2021
Q3 | $335K | Buy |
7,218
+2,373
| +49% | +$110K | 0.28% | 54 |
|
|
2021
Q2 | $228K | Buy |
+4,845
| New | +$228K | 0.18% | 76 |
|