Stokes Family Office’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
45,734
+178
| +0.4% | +$17.4K | 0.47% | 58 |
|
|
2025
Q1 | $4M | Buy |
45,556
+14
| +0% | +$1.23K | 0.45% | 57 |
|
|
2024
Q4 | $4.11M | Buy |
45,542
+791
| +2% | +$71.5K | 0.44% | 55 |
|
|
2024
Q3 | $3.61M | Sell |
44,751
-393
| -0.9% | -$31.7K | 0.4% | 59 |
|
|
2024
Q2 | $3.06M | Buy |
45,144
+2,229
| +5% | +$151K | 0.36% | 64 |
|
|
2024
Q1 | $2.58M | Buy |
42,915
+2,529
| +6% | +$152K | 0.32% | 70 |
|
|
2023
Q4 | $2.12M | Sell |
40,386
-24,783
| -38% | -$1.3M | 0.29% | 77 |
|
|
2023
Q3 | $3.47M | Buy |
65,169
+1,206
| +2% | +$64.3K | 0.41% | 57 |
|
|
2023
Q2 | $3.35M | Buy |
63,963
+2,031
| +3% | +$106K | 0.39% | 61 |
|
|
2023
Q1 | $3.04M | Sell |
61,932
-2,100
| -3% | -$103K | 0.38% | 59 |
|
|
2022
Q4 | $3.03M | Buy |
64,032
+1,251
| +2% | +$59.1K | 0.39% | 61 |
|
|
2022
Q3 | $2.71M | Buy |
62,781
+10,413
| +20% | +$450K | 0.39% | 58 |
|
|
2022
Q2 | $2.12M | Sell |
52,368
-5,937
| -10% | -$241K | 0.29% | 74 |
|
|
2022
Q1 | $2.89M | Buy |
58,305
+5,208
| +10% | +$259K | 0.38% | 60 |
|
|
2021
Q4 | $2.56M | Sell |
53,097
-2,889
| -5% | -$139K | 0.32% | 64 |
|
|
2021
Q3 | $2.6M | Buy |
55,986
+3,297
| +6% | +$153K | 0.36% | 60 |
|
|
2021
Q2 | $2.48M | Sell |
52,689
-1,287
| -2% | -$60.5K | 0.35% | 62 |
|
|
2021
Q1 | $2.45M | Buy |
53,976
+2,736
| +5% | +$124K | 0.38% | 56 |
|
|
2020
Q4 | $2.46M | Buy |
51,240
+3,771
| +8% | +$181K | 0.49% | 50 |
|
|
2020
Q3 | $2.21M | Buy |
47,469
+10,626
| +29% | +$496K | 0.5% | 49 |
|
|
2020
Q2 | $1.47M | Sell |
36,843
-2,226
| -6% | -$88.9K | 0.37% | 57 |
|
|
2020
Q1 | $1.48M | Buy |
39,069
+75
| +0.2% | +$2.84K | 0.39% | 54 |
|
|
2019
Q4 | $1.55M | Buy |
+38,994
| New | +$1.55M | 0.34% | 60 |
|