Stockman Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
2,530
+206
| +9% | +$20.1K | 0.03% | 150 |
|
|
2025
Q1 | $204K | Buy |
2,324
+54
| +2% | +$4.74K | 0.03% | 160 |
|
|
2024
Q4 | $205K | Buy |
+2,270
| New | +$205K | 0.03% | 159 |
|
|
2016
Q3 | – | Sell |
-89,334
| Closed | -$2.17M | – | 130 |
|
|
2016
Q2 | $2.17M | Sell |
89,334
-1,224
| -1% | -$29.8K | 1.7% | 28 |
|
|
2016
Q1 | $2.07M | Sell |
90,558
-3,702
| -4% | -$84.5K | 1.64% | 25 |
|
|
2015
Q4 | $1.93M | Buy |
94,260
+23,394
| +33% | +$478K | 1.56% | 28 |
|
|
2015
Q3 | $1.53M | Buy |
70,866
+4,938
| +7% | +$107K | 1.32% | 33 |
|
|
2015
Q2 | $1.56M | Buy |
65,928
+7,431
| +13% | +$176K | 1.33% | 36 |
|
|
2015
Q1 | $1.6M | Buy |
58,497
+2,988
| +5% | +$81.9K | 1.37% | 31 |
|
|
2014
Q4 | $1.59M | Buy |
+55,509
| New | +$1.59M | 1.36% | 33 |
|