Stone House Investment 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 | $205K | Buy |
2,094
+3
| +0.1% | +$293 | 0.04% | 67 |
|
|
2025
Q1 | $184K | Buy |
+2,091
| New | +$184K | 0.04% | 63 |
|
|
2024
Q4 | – | Sell |
-1,968
| Closed | -$159K | – | 361 |
|
|
2024
Q3 | $159K | Buy |
1,968
+1
| +0.1% | +$81 | 0.03% | 56 |
|
|
2024
Q2 | $133K | Buy |
1,967
+1,312
| +200% | +$88.8K | 0.03% | 64 |
|
|
2024
Q1 | $39.4K | Buy |
655
+34
| +5% | +$2.05K | 0.01% | 144 |
|
|
2023
Q4 | $32.7K | Hold |
621
| – | – | 0.01% | 100 |
|
|
2023
Q3 | $33.2K | Hold |
621
| – | – | 0.01% | 94 |
|
|
2023
Q2 | $32.5K | Buy |
621
+6
| +1% | +$314 | 0.01% | 92 |
|
|
2023
Q1 | $30.2K | Buy |
+615
| New | +$30.2K | 0.01% | 106 |
|
|
2019
Q2 | – | Sell |
-1,155
| Closed | -$38K | – | 205 |
|
|
2019
Q1 | $38K | Buy |
+1,155
| New | +$38K | 0.02% | 105 |
|